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…
When’s the last time you made a friend? Not just someone you see at work, or someone who is an acquaintance…
There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. The opportunities are more significant now,…
The whole point of retirement is to improve your life—at least, that’s the case for most people. However, many people assume…
