What will you do with your tax refund? You've made it through another tax season. If you are like most Americans, you will spend any tax refund you get, maybe…
I've received a few questions about the newly announced Tax Cuts and Jobs Act. My initial advice is - don't worry about it...yet. Like all proposed bills in Congress, the…
The IRS wants what's coming to them... Many people who have been contributing to Individual Retirement Accounts (IRAs) for years have watched their account balances grow through tax-deferred accumulation. However,…
Is the national debt a problem, a necessity, both or neither? During the last presidential election, there was a lot of talk about the national debt spiraling out of control.…
Worse for baby boomers and more worse for women It’s an unfortunate statistic that everyone knows – more than 50% of marriages will end in divorce. But it’s also…
Yesterday, Congress passed a budget bill ending the “file-and-suspend” Social Security planning technique. Does it matter now when to start taking your Social Security benefit? _____ Yesterday's news headlines…
Conventional wisdom says to pay off your mortgage by the time you reach financial independence. Why is that not always the best approach? _____ It seems to make sense…
To some, the term estate planning conjures up images of mansions and luxury, so why can’t "regular people" afford to ignore it? _____ Note: I am NOT an attorney!…
When considering whether to buy an annuity, you will likely read glowing praises from sales materials and dire warnings from some in the media. How can you evaluate this "boogeyman"…