Getting smart about the SECURE Act, part 2
In last week’s column I discussed three key provisions of the SECURE Act that will likely affect the way you handle your...
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Getting smart about the SECURE Act, part 1
It seemed inevitable that the SECURE Act would eventually make it out of legislative limbo. In May, the House of...
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Year-end giving from your IRA
Giving has a way of making us happier. At least that’s the conclusion several published studies have reached after...
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A season for giving
Giving has a way of making us happier. At least that’s the conclusion several published studies have reached after...
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Tax moves for procrastinators
December is upon us and that means 2019 is almost in the history books. Can you believe it? It seems like I just put the...
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Thoughts on Roth conversions
Q: I am 64 years old and recently retired. My 401(k) plan is worth about $1 million and I have about $500,000 in taxable...
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Income inequality, taxation and redistribution
As a financial planner, I constantly look for ways to explain important economic ideas that are accurate and easy to...
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Getting smart about leasing cars
Q: I’m thinking about getting a new car. I have always paid cash for my cars, but the car dealer is trying to talk me...
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Should I buy life insurance for my child?
Q: My wife and I have been married for two years and we just had our first child. A friend of mine sells life insurance...
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Will applying for HELOC hurt my credit score?
Q: I am thinking about applying for a home equity line of credit. I don’t think I will draw on it frequently, but I may...
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New standards for better financial advice
How honest is your financial advisor? It is a question worth asking. While most advisors are honest and ethical, a bad...
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How to give money to your kids
Q: My wife and I would like to give some money to our children to help them prepare to inherit our wealth, but we aren’t...
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