For most Americans, the plan goes something like this: work hard, save diligently, pay off the house, and pass something on to the kids. This quiet promise at the heart of the American Dream is that a lifetime of effort can translate into security for you and the next...
Earlier this morning, we released our July newsletter from R. F. Meyer & Associates. If you did not receive it by email, please find a link below to access it in PDF form from our website. This month’s three articles all relate to care for aging adults. The...
According to U.S. Census Bureau estimates, the number of Americans age 65 and older will increase to 82 million seniors by 2050. As the population of older adults in the United States rises, so will the need for long-term care. Many people assume they will never need...
Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing to the next generation. In many cases, grandparents feel they have ample resources while their children or grandchildren may be struggling financially....
Starting in 2026, older high-earning employees will lose a tax-savings perk that has helped them save extra money for retirement. In September 2025, the Internal Revenue Service (IRS) and the U.S. Treasury issued final rules on a 2022 law which stipulates that...
Dear Clients and Friends, This morning, we released R. F. Meyer & Associates’ September 2025 e-newsletter. If you did not receive it by email, please find a link below to access it in PDF form from our website. The September 2025 newsletter has three new articles...
