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...
“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....
IRMAA. It sounds like someone’s grandmother or aunt. But IRMAA is not nearly as sweet and loving as they are. IRMAA stands for Income-Related...
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...
When you were working, paying all your taxes was not that big a deal (even though it was painful). You set your withholding, the...
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...