Planned Giving Headlines

The Secure Act 2.0 was included in the Consolidated Appropriations Act of 2023 (H.R. 2617).

At any given time, the average American maintains between 30 and 50 online accounts.

DMMs are financial professionals who help older adults manage their day-to-day personal finances.

Will there be changes in your circumstances or your family that should lead to a review of your plan?

While many scams today are universal, some types of fraud specifically target older adults or affect them disproportionately.

According to a recent study, Americans have left behind approximately $1.35 trillion in retirement accounts that are connected to previous employers.