Education Blog
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How Do You Inherit Money Properly Based on the New Inheritance Rules?
September 3, 2026
The rules for inheriting assets and money have changed, and maybe changing more. Recently, the original inherited stretch ira was eliminated, causing most people inheriting retirement account money to pay much more in taxes. Now there is talk of eliminating the stepped up basis in value. This would cause more taxation. So, what can you do?
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Do You Understand All the Different Factors That Affect Your Social Security Benefits?
August 27, 2026
Most people pay a lot of money into the Social Security system during their working years. But do you know how much you will get out of the system? A recent survey says that most people do not know exactly what affects their Social Security Benefits.
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Midterms Ahead
August 25, 2026
On November 3, 2026, voters will decide all 435 House seats and roughly a third of the Senate. Midterm
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elections do not draw the same spotlight as a presidential race, but they carry real weight for the
balance of power in Washington, and history shows they also tend to carry a distinct pattern for markets
in the months on either side of them. Understanding that pattern in advance can make the next few
months easier to sit through -
Question of The Month August 2026
August 20, 2026
Hello Stephanie. Thanks for sending in this great question. No, that is not what you should do. That is very bad advice based on the information that you provided to me. Retirement accounts avoid probate automatically if a human beneficiary is named, so there is no reason to change the beneficiary to a revocable living trust to avoid probate fees. And in most cases, doing that will cause excessive taxation of those retirement account dollars. Let me explain.
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Retirement Rules and Staples That Don't Apply Anymore
August 13, 2026
Retirement today is so much different from what it used to be. People who were working back in the 50s, 60s, and 70s probably had the old-fashioned style traditional retirement where they retired with a solid pension plan. This coupled with Social Security took care of many people’s retirement lifestyle, and they did not have to worry about saving much more on their own. Unfortunately, this is not the case anymore.
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Key Dates and Age Related to Your Retirement
August 6, 2026
When you think of certain important dates or ages, you generally think of birthdays, anniversaries, special moments, etc. However, as you get older and get into your pre-retirement and retirement years, some other dates and ages become very important. In fact, these dates may even become more important than birthdays and anniversaries because missing them or not understanding what happens at these times can have a severe impact on your retirement.
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