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Personal Finance
Retirement planning usually starts with a simple idea: save enough money to replace your income. But there’s one big problem. As you grow…
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Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by the…
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the one…
Whether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone who…
Introduction U.S. Rep. Randy Feenstra (R-Iowa) introduced a bill called the Death Tax Repeal Act on Feb. 13, 2025, with more…
Here are two situations I reviewed recently. A 74-year-old man got a bill for his colonoscopy. He thought this was supposed…
One of the most difficult steps in estate planning is developing a plan to preserve a collection or other special assets.…
