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Wealth Transfer

What are Biggest Blunders in Wealth Transfer?

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

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Alzheimer's Disease

Can a Nasal Spray Prevent Dementia?

Scientists from Osaka City University are reporting successful preclinical tests of a novel nasal spray designed to prevent the neurodegeneration associated with dementia. The spray combines two inexpensive, pre-existing drugs and was found to improve cognitive function in several different mouse models of dementia.

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Business Succession Planning

How Should I Plan to Sell My Business?

According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.

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Social Security

What Do People Get Wrong About Social Security?

Nearly 90% of American adults say they are at least somewhat confident in their knowledge of Social Security, according to the 8th Annual Social Security Consumer Survey from the Nationwide Retirement Institute. However, the survey also finds that many Americans don’t know their eligibility age, how payments are calculated and other essential information.

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Can I Age Well in the New Year?

As 2021 draws to a close, many of us are reflecting on the various ways our minds and bodies have changed over the course of the past year. No matter your phase of life, aging is something we all experience daily.However, that doesn’t mean we’re powerless in the process.

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Probate

Is Prince’s Estate Settled Yet?

The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.

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