Personal Finance
If you have a child or grandchild who doesn’t qualify for government benefits, but cannot live independently, you might be able to provide…
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In its efforts to prevent alleged widespread fraud in Medicare, federal regulators have…
Longevity is often treated as primarily a medical planning situation, with conversations focused…
It is a familiar scenario. A family inherits a valuable piece of real…
A mortgage is a government-subsidized forced savings plan — not the wealth machine…
Spotlight
I stopped by a neighbor’s house to see how things were going and the conversation quickly shifted to Medicare. (This seems…
A new type of savings account for children is on the horizon. While the details are still taking shape, one thing…
Seven years from now, more or less, the Social Security system will go bust. There isn’t enough coming in from people…
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship…
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of…
If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused on…
