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Understanding the Gold Bar Scam Fraudsters have been increasingly targeting elderly individuals with sophisticated scams involving gold bars. It often starts with a malware-induced pop-up warning...

Understanding the intricacies of inherited IRAs is crucial, especially considering recent IRS updates affecting non-spouse beneficiaries. Under the SECURE Act of 2019, significant changes were...

When a life insurance policy no longer fits your lifestyle or needs, a life settlement offers an alternative to surrendering it for its cash value or allowing it to lapse. Instead, you sell your...

As we step into 2025, it's an ideal time to reassess your life insurance needs or consider obtaining coverage for the first time. Here are some key trends that are shaping the insurance industry...

Retirement decumulation is a critical and often more complex phase of financial planning compared to the accumulation phase. The stakes are high because retirees only have one opportunity to manage...

As we near the end of 2024, significant changes are on the horizon for families planning for college savings, thanks to the 2022 SECURE Act 2.0. This legislative update introduces a noteworthy...

At Standard Equity, we are passionate about exploring the numerous ways individuals can contribute positively to their communities while reaping tax and estate benefits. In this spirit, we are...

At Standard Equity, we've noticed a surge of inquiries surrounding a crucial aspect of aging—long-term care. As navigating this field can be quite complex, we are here to offer clarity and support...

Disability insurance is a vital component of financial security, ensuring that you are protected if an illness or injury prevents you from working. However, as life circumstances change, it’s...

As we approach 2026, it's crucial to be aware of significant changes to the estate tax exemption, which will impact many due to the sunsetting provisions of the Tax Cuts and Jobs Act (TCJA)....

At Standard Equity, we're committed to empowering our clients with the knowledge and tools necessary to optimize their financial planning. Today, we want to demystify a key aspect of estate...

As we navigate through various economic climates, understanding the context of current interest rates can provide valuable insight for both borrowers and investors. Over the past few years, America...

Over the past year, we've witnessed a remarkable surge in annuity investments, totaling an impressive $385 billion. This substantial increase, surpassing the previous $313 billion set in 2022, can...

In the landscape of financial planning and asset management, understanding the concept of beneficiaries is crucial for ensuring your assets are passed on according to your wishes. The designation...

In recent times, one of the most pressing issues facing aging individuals and their families is the escalating costs and complexities of long-term care. As we witness a demographic shift towards an...

As we venture deeper into 2024, the landscape of estate planning continues to evolve, presenting both challenges and opportunities. With significant tax changes on the horizon, it's imperative for...