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Financial Planning

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...
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
To paraphrase Elizabeth Barrett Browning, “How does the IRS fine thee? Let me count the ways.” In fact, according to H&R Block, there are...
For a long time, government employees have claimed that Social Security was not fair to them, that they were penalized because they worked for...
Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare enrollment period. “Hurry. There’s not...
What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a common misconception that expenses will...
You’ve thought about it. You’ve talked about it. You’ve planned for it. Well, if you’re at least 62 years old, now you can go...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...