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Financial Planning Corner: Does a Trump Account Make Sense for Your Child?
Read more: Financial Planning Corner: Does a Trump Account Make Sense for Your Child?The Working Families Tax Cuts, part of the 2025 One Big Beautiful Bill Act, created a new type of tax-deferred individual retirement account (IRA) for…
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MY BEST ADVICE WILL NEVER GROW OLD
Read more: MY BEST ADVICE WILL NEVER GROW OLDI am taking the liberty in this Commentary to repeat advice I have given in my…
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Inflation, Recession, Bear and Bull Markets: Facts and Advice
Read more: Inflation, Recession, Bear and Bull Markets: Facts and AdviceA bear market is a period of time during which securities prices drop by 20% or…
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Bear Market Planning Moves
Read more: Bear Market Planning MovesWe have all felt some level of discomfort with the market plunge this year. There could…
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Higher Prices and Inflation-Part II
Read more: Higher Prices and Inflation-Part IISince our last Commentary, a lot has changed on the inflation front. At that time, we…
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Is Your Cheaper Premium Worth It?
Read more: Is Your Cheaper Premium Worth It?Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot…
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Higher Prices and Inflation – Part I: Six Key Reasons
Read more: Higher Prices and Inflation – Part I: Six Key Reasons1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S.,…
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Are You Sleeping Well?
Read more: Are You Sleeping Well?Market volatility has been at the forefront of our minds the last few years. We expect…
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Are You Tax-Efficient?
Read more: Are You Tax-Efficient?There has been much speculation about the current tax proposal and what may eventually pass. While…
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Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…