Financial Planning

Lady Bird Deeds

You may not know the name Claudia Alta Taylor, but her list of accomplishments is impressive. Claudia was born in 1912 in Karnak, Texas....

Designate a Trusted Contact

As a kid, I loved watching the Lone Ranger on television. He was the protector of those who couldn’t protect themselves. He stood between...
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7 Changes to Medicare in 2026

I know, I know. It seems like you just reviewed Medicare plans to find the best one for 2025....

Common Mistakes That Blow Up Your Estate Plan

Saying you need an estate plan is like saying you need to eat your vegetables. You know it’s good...

Fraud Victims Owe Taxes on the Fraud

It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of...

20 IRA Mistakes

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Determining Your Ideal Retirement Age

It’s the million-dollar question—What is my ideal retirement age? It would be great if there was a computer program...

Don’t Distribute the Estate Too Soon

“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries...