-
How Education Planning Fits into Your Financial Plan
Read more: How Education Planning Fits into Your Financial PlanEvery year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child or grandchild’s education, offering tax-free…
-
Financial Planning Corner: Medicare Coverage Changes
Read more: Financial Planning Corner: Medicare Coverage ChangesThe annual enrollment period for those currently covered by Medicare begins October 15th and runs through December…
-
Financial Planning Corner: What Can You Do About Your Insurance?
Read more: Financial Planning Corner: What Can You Do About Your Insurance?Inflation over the last few years has had a significant impact on those whose income has…
-
Financial Planning Corner: What is Going on with Social Security?
Read more: Financial Planning Corner: What is Going on with Social Security?Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security…
-
Financial Planning Corner: Only Two Years Remain!
Read more: Financial Planning Corner: Only Two Years Remain!Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set…
-
Financial Planning Corner: But I Won’t Live that Long…
Read more: Financial Planning Corner: But I Won’t Live that Long…The average U.S. life expectancy is now around 80 years. We hear this statistic all the…
-
Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
Read more: Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?For many, the decision on a primary beneficiary is straightforward. It is a person with whom…
-
Secure Act 2.0 – What you NEED to know
Read more: Secure Act 2.0 – What you NEED to knowJust prior to Christmas, Congress passed an important piece of legislation addressing the continued need to…
-
Get Paid for Home and Car Upgrades
Read more: Get Paid for Home and Car UpgradesThere are tangible ways you can personally benefit now and into the future from the Inflation…
-
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…