Browsing: Retirement

The United States Social Security website, quite frankly, is a very informative website. The website contains many useful tools and has a wealth of information available…

There’s a small industry of professionals who offer to help people of a certain age restructure their affairs so they’ll qualify for Medicaid. The goal is…

Tax planning doesn’t necessarily get easier as you age. There are times when taxes get more complicated as you get older. When taxes are complex, there…

The sponsors of the House Republican debt limit bill, the Limit, Save, Grow Act, say its goal is to encourage low-income people to work. But it…

Congress expanded a tax trap for many owners of traditional IRA and 401(k) accounts when the SECURE Act 2.0 was enacted in December 2022. The law…

With all the talk lately about a looming recession, I’ve been thinking about strategies that retirees and pre-retirees can adopt to protect themselves from severe financial…

The issue of teacher shortages is a problem plaguing schools and communities across the nation, and one that is reaching crisis levels. Historically, a majority of…

Perhaps you are familiar with sibling rivalry. It’s common, but when it surfaces in the face of managing an aging parent, sibling relationships can explode. Here’s…

Estate taxes aren’t a widespread concern today but will be if Congress changes the rules or lets the 2017 tax law expire at the end of…

Recently, Hank, a veteran, wrote me to say he doesn’t understand why veterans have to pay a penalty just because they don’t enroll in Medicare Part…