A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
A Founder’s Perspective on Wealth
Wealth Conundrum by Ralph J. Doudera offers a thoughtful perspective on the complex relationship people have with money and wealth. Drawing from decades of experience as a professional money manager, Doudera explores the deeper questions surrounding wealth—how it is accumulated, how it should be managed, and the responsibilities that come with it. Through personal stories and real-world experiences, the book examines the challenges and moral questions that often accompany financial success. Its purpose is to help readers gain a clearer perspective on money and develop a healthier understanding of wealth and stewardship.