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  • The Corporations Are Alright

    The Corporations Are Alright

    Corporate Profits Quickly Recovered From the Initial Shock. getty The country is experiencing two quite different paths since it plunged into a recession in the spring of 2020. Many families struggle with widespread and increasing job losses, long-term unemployment, more debt, hunger, poverty and the threat of evictions among a surging pandemic. In contrast, corporations […] More

  • How Do You Properly Exercise Them?

    How Do You Properly Exercise Them?

    What is a Swap Power and Why do you Care? A “swap power” is also called a “power to substitute.” It is a special right reserved to you (or someone else) in a trust you create while you are alive. This right gives you the power to swap an asset of yours, say cash, for […] More

  • Can I Take My Social Security's Widow's Benefit Before My Retirement Benefit At 70?

    Can I Take My Social Security’s Widow’s Benefit Before My Retirement Benefit At 70?

    Economic Security Planning, Inc. Today’s column addresses questions about whether to take a survivor’s benefit before a retirement benefit delayed until 70, how Canadian pensions can affect US Social Security benefits and how Social Security verifies marriages. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president of Economic Security […] More

  • How To Launch An Intergenerational Small Business In Midlife

    How To Launch An Intergenerational Small Business In Midlife

    By Kerry Hannon, Next Avenue Business owners Edith Cooper and daughter Jordan Taylor Edith Cooper When Jordan Taylor was a kid, going into the office with her mother, Edith Cooper, “was the biggest treat,” says Taylor, now 30. “Partially because the coffee machine was so much fun to play with.” Cooper, now 59, spent two […] More

  • Homegrown Mutual Aid Provides 18% Of Americans’ Total Retirement Savings

    Homegrown Mutual Aid Provides 18% Of Americans’ Total Retirement Savings

    Hundreds of people line up to receive food and goods distributed by volunteers from the Chelsea … [+] Collaborative Inc. outside the Pan Y Cafe in Chelsea, Massachusetts on April 14, 2020. – Cmany families not eligible for state and federal help. (Photo by Joseph Prezioso / AFP) (Photo by JOSEPH PREZIOSO/AFP via Getty Images) […] More

  • Where Not To Die In 2021

    Where Not To Die In 2021

    17 states and the District of Columbia impose estate or inheritance taxes separate from the federal … [+] estate tax levy. getty As states address budget woes due to the pandemic, one place they may turn to for revenue as they have in past economic crises is death taxes. Already the District of Columbia has […] More

  • How To Pitch Your Startup To Attract Money

    How To Pitch Your Startup To Attract Money

    By Jonathan Littman and Susanna Camp, Next Avenue Entrepreneur Uwe Diegel successfully pitching his startup Courtesy of Uwe Diegel You may be surprised to hear it, but there’s never been a better time to pitch your startup. And for that, you can thank the pandemic. Entrepreneurship is being driven by massive layoffs and the realization […] More

  • Whole Life Insurance In A Lifetime Financial Plan

    Whole Life Insurance In A Lifetime Financial Plan

    With this understanding about how life insurance is priced, I can create a simple model to consider four different potential roles for this whole life insurance policy in retirement income planning. First, the death benefit for life insurance provides a method to meet a legacy goal using risk pooling and tax advantages that is distinct […] More

  • Melissa Fredette

    Podcast: Melissa Fredette — Financial Independence via Real Estate

    / / Podcast: Melissa Fredette — Financial Independence via Real Estate Episode 51 of the NewRetirement podcast is an interview with Melissa Fredette — former President of Postgraduate Programs at Hult International Business School — and discusses what she learned during her journey to FI and as she transitions into retirement before 50 using a […] More

  • Will Social Security Properly Include My 2020 Earnings?

    Will Social Security Properly Include My 2020 Earnings?

    Economic Security Planning, Inc. Today’s column addresses questions about when Social Security will recognize recent high income, what happens to benefit checks received in the month a person passes away and how the Windfall Elimination Provision (WEP) can affect benefits. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president […] More

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