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This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Seven Steps to Protect Against Cognitive Aging One of the first signs of cognitive aging is problems managing one’s own finances. Even in the absence of disease, it can become progressively...

Special note: This commentary originally ran in March 2017. I received more feedback about it than any other Investor Update column I’ve written over the past eight years. Since many of you found it helpful and I’m out of the office this week, I decided to republish it. My...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Inherited IRA Rules for Spouses, Heirs and Trusts Inherited IRAs have unique traits and do not follow all the same rules as traditional individual retirement accounts and Roth IRAs....

The Right Type of Life Insurance for Your Estate Planning Needs Life insurance has been associated with estate planning for decades. Life insurance works for estate taxes because they are due when death occurs, the same trigger that pays life insurance death benefits. But one life...

Many people do not see an estate plan as necessary. Others recognize the need to plan, but have no idea whom to contact or how to begin. Estate planning encompasses much more than simply protecting one’s assets; it provides peace of mind that your assets will pass according...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Retirement Planning Strategies Following the 2017 Tax Act In the aftermath of the Tax Cuts and Jobs Act of 2017, this article discusses some strategies that retirees may want to consider....

Last week’s featured AAII article on the AAII blog outlined ways in which individuals can organize their personal financial files. It turned out to be one of the most popular posts in the blog’s history. As the article points out, there are a number of reasons to keep...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Reassessing Your Risk Tolerance? Don’t Overlook Estate Planning Important not only for protecting your assets, estate planning also assures that your assets will pass according...

Now that both House and Senate Republicans have submitted competing tax reform bills, they have to hammer out a compromise bill for President Trump to sign. This is no small task, so the prospects for meaningful tax reform, at this point, seem in jeopardy. Since November 8, 2016,...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Misunderstanding Variable Universal Life Can Lead to Adverse Consequences Many people view variable universal life as similar to whole life and universal life, buying these policies...