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If losing a spouse weren’t bad enough, the financial implications can add insult to injury. The Widow’s Tax Penalty refers to the increased tax burden that surviving spouses may face after the loss of their partner, and while the name sounds like only women are affected, either spouse can face this challenge.

Being an executor is a difficult and time-consuming task, which is why it’s important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.

Year-round tax planning can help reduce the pressure you may feel at tax time. Tax planning involves developing and implementing long-term strategies to help ensure you’ll pay the least amount of taxes over your lifetime, rather than in any given year.

Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

Explore pension and deferred comp planning for Middleton faculty. Learn how to align these benefits with your long-term financial goals.

If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your health care needs.

A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.

Get specialized financial planning for professionals in Madison, WI. Work with a fiduciary advisor to help you manage benefits, pursue tax-efficient strategies, and build long-term financial confidence.

Watch the video “Gifting Money to Family: Minimizing Uncle Sam’s Cut” to learn expert strategies on gifting money to family. Get practical tips from Savant Wealth Management.

Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.