If you turned 62 this year, congratulations! You may begin collecting Social Security benefits. The longer you wait to start claiming these benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the Social Security Administration depending on the year you […]
In this episode the relatable finance guys check in on your new year’s resolutions.
Ultra-wealthy families who take advantage of the historically high estate and gift tax exclusions included in the Tax Cuts and Jobs Act (TCJA) have received welcomed news from the IRS. Taxpayers who rely on the very generous but temporary provisions of the new law to make gifts during tax years 2018 through 2025 will not […]
It is no secret that the U.S. tax code is complicated. For foreign persons, compliance with U.S. tax laws is particularly onerous, especially when considering that different rules apply for income and estate tax purposes and neither depend on an individual’s immigration status. For income tax purposes, the U.S. presumes foreign persons to be nonresident […]
In this episode, the relatable finance guys discuss ways to avoid financial stress in your marriage.
When most people think of retirement, they imagine spending their time traveling and pursuing the hobbies and activities that bring them the greatest joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance […]
