Personal Finance
If we are what we do and we don’t do it anymore, then who are we? This is a question that surrounds the…
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A recent column in The Washington Post by housing finance expert Jim Parrott…
IntroductionMany taxpayers created irrevocable trusts and transferred significant assets to them to hopefully…
Long-term care (LTC) and insurance for it (LTCI) are two of the most…
Millions of older Americans reach the point of needing help in order to…
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A key to maximizing a family’s after-tax investment income is to navigate the Kiddie Tax. Don’t make gifts of investment property…
Imagine retiring with $90,000 less in your nest egg—not because of a bad investment, but because you forgot about old 401(k)…
I and others have written endlessly about the importance of supporting family caregivers. They are the backbone of the system of…
In retirement, many of us have time to slow down and the freedom and flexibility to make our own decisions. Yet,…
Significant changes occurred in Medicare Advantage plans each of the last couple of years, and more changes are on the way…
Three things are true about long-term care, though many Americans don’t want to believe it: You are very likely to need…