by Brian Jacobs | Mar 27, 2024 | Business News
A Guide for Women: Taking Control of Your Finances After Divorce Or Death of a Spouse – Morgan Stanley Smith Barney Divorce or the death of a spouse can turn the best laid financial plans upside down. An income stream dries up; assets may be divided; in short,...
by Brian Jacobs | Feb 29, 2024 | Business News
Planning to Fund Long-Term Care Expenses – Morgan Stanley Smith Barney Longer lifespans and rising health care costs are driving investors to control their financial exposure to uncovered bouts of care—particularly in retirement.According to the U.S. Centers for...
by Brian Jacobs | Jan 24, 2024 | Business News
Understanding IRA Required Minimum Distributions – Morgan Stanley Smith Barney IRAs are an important part of many investors’ nest eggs. Know the rules for how to withdraw funds from them for your retirement. Individual retirement accounts (IRAs) play a key role...
by Brian Jacobs | Dec 29, 2023 | Business News
529 Plans: A Powerful Tool to Save for Education – Morgan Stanley Smith Barney Of all the things that keep parents awake at night, their children’s looming college costs are among the most daunting. For the 2022-2023 school year, the costs for a four-year...
by Brian Jacobs | Nov 28, 2023 | Business News
Demystifying Medicare – Morgan Stanley Smith Barney LLC The life expectancy for Americans has been marching upwards for decades, reaching 79.3 years in 2021. Today, a 65-year-old man will live an average of nearly 18 more years, and a 65-year-old woman has an...