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 the NFL, even the best players have to earn their spot every season — and the people managing your money…
The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But…
The 24 books comprising the entire Hebrew Bible cover a wide range of topics in history, law, poetry, wisdom, and theology.…