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...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during more than 30 years...
Good credit is one of the keys to financial success. It can assist in getting better interest rates on loans, determine whether someone rents...
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...
Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how much money you made, and...
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...