Tax planning with the “simplified” tax code
When congressional leaders first started pushing the 2017 Tax Cuts and Jobs Act, they heralded it as a major step forwar...
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Ideas to tame healthcare costs
Q: I just got hit with another big medical bill. I can’t seem to get ahead. Is there any way to reduce my cost of health...
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Getting ready for 70 1/2
If you are 70 years old, you have probably already discovered that the IRS has special plans for you this year. They hav...
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Should I reduce my risk?
Q: I am very concerned about the risk in my portfolio. I’ll be 81 this year and my wife just turned 71. At my age, I can...
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Will Social Security be There?
Q: I am 42 years old. I have been working through my financial plan and I am wondering if I should count on receiving a...
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Preventing Elder Financial Abuse
The statistics on elder abuse are staggering. According to one estimate, 5 million elderly Americans are abused every ye...
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The softer side of financial planning
As a financial planner, I love helping people find answers to their questions. Sometimes they ask me about long-term fin...
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Inheriting a 401k
Inheriting a 401k Q: My mother died earlier this year at the age of 69. She had been single for the past 25 years and ha...
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A fresh look at tax reform
Since tax reform was enacted on December 22, the IRS has been hard at work trying to figure out how to implement the law...
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Avoiding IRA Pitfalls
According to the Investment Company Institute, total assets in individual retirement accounts (IRAs) crossed the $9 tril...
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