A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
You know you’ll have to do it someday. In fact, you’re probably looking forward to it; the day you sign up for Social Security...
529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...
You just got the final draft of your estate plan. It includes your exact wishes for disposition of all the major assets—stocks and bonds,...
So, you’re almost eligible for Medicare. For many who have struggled with expensive, high deductible, limited option health insurance plans, going on Medicare is...
You started taking your Social Security benefit. It seemed like the right thing to do at the time, but now you’re not sure. It...
Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be because of inflation, or being...
The IRS is the undisputed overlord of tax collections. Pay up, pay the right amount and pay on time, or you’ll be hit with...
My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes to your Social Security benefit. On...
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...