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...
Like it or not, artificial intelligence (AI) has become part of everyday life, whether you use it or it’s used by businesses you buy...
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...
A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
It used to be that American workers set their sights on retiring at 65; that was the magic age, the golden number. Then, things...