Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that gifts reduce the size of...
The federal government has been sending Social Security checks to retirees for more than 88 years. You’d think that after almost a century of...
A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
That headline may not be shocking to you. Government agencies are not known for having the most outstanding customer service. It brings up reminders...
It started with a COVID shot. We knew my uncle John (not his real name) was getting one and that reactions to the shot...
In the world of retirement savings, it’s easy to get confused because there are so many types of plans, many identified with weird names...
Since it was introduced in the early 1980’s, the employer-sponsored 401(k) plan has become one of the most common ways to save for retirement....
It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see the finish line of their...
For those of us who’ve lived a while, we remember the “little black book”—the place where you kept important contact information before the technology...
It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of just compounds the hurt. This...