Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
An estimated one in seven middle-aged Americans supports both a child and an aging parent. This isn’t expected to change any time soon.