Capturing the triple tax benefit of Health Savings Accounts
Over the years Congress has granted tax preferences to many different types of long-term savings accounts. Most of these...
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Leaving California
The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey...
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Why can’t I keep up with the market?
Q: I have been investing for years, but I never seem to do as well as my friends. I own high quality mutual funds, but I...
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Getting out early
Sometimes life doesn’t turn out as we expect. A friend of mine lost her job last year after more than twenty years at...
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Get tax-smart with reverse rollovers
A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over...
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Watch out for IRA prohibited transactions
When IRAs were first created in the early 1970s, most IRA account holders invested in traditional securities like mutual...
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Take care when you name beneficiaries
Q: My wife and I have finally started to get our estate plan in order. We created a living trust to keep our estate out...
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Financial Planning for End of Life
Q: My father passed away several years ago. My mother is in her late 80's and is in declining health. What should I do...
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Is Long-term Care Insurance Worth It ?
I believe it was Bette Davis who said, “Old age ain’t no place for sissies.” I was reminded of this recently as I...
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Getting started
Q: I recently got married and started a new job and I have decided it is time to start thinking about the future. I am...
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What you need to know about portability
One of the great challenges in financial planning is figuring out how to transfer wealth from one generation to the next...
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Family communication helps aging parents
Helping aging parents manage their financial lives can be challenging. Family dynamics and legal constraints can make...
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