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  1. Blog
  2. 2018
  3. November

Posts in November, 2018

  • Discussing a Document
    Nov 28 He’s 60. She’s 48. What Does Their Retirement Plan Look Like?

    The Pew Research Center looked at the age gap in couples. For the most part, people marry someone close in age. However, one ...

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  • Doctor Talking to a Patient
    Nov 27 Will My Medicare Premiums Go Up Next Year?

    A new surcharge tier will kick in for 2019 for people with the highest incomes. The Centers for Medicare & Medicaid Services has ...

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  • Discussing a Document
    Nov 23 How Do I Calculate My Estate Taxes?

    Most people are aware that estate taxes are owed on asset transference, but people tend to be foggy on the details until it’s too ...

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  • Discussing a Document
    Nov 20 Did Microsoft Founder Paul Allen Have an Estate Plan?

    The question isn’t whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It’s whether the ...

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  • Discussing a Document
    Nov 16 The Retirement Money Question: How Much Is Enough?

    “Most of us vastly underestimate the percentage of income we’ll need (for retirement). Here’s how to make sure you get that number ...

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  • Discussing a Document
    Nov 15 Be Cautious If You’ve Inherited a Sizeable Amount

    “My favorite aunt passed away last year, and I inherited $2,500,000 after her probate. The check came last week. It has been a ...

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