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…
Happy birthday, Social Security! President Franklin D. Roosevelt signed the Social Security Act into law on August 14, 1935, establishing a…
Everyone wants to stay fully independent as we age. A few people over age 80 do and they don’t suffer from…
The Social Security actuary projects the 2025 budget law Congress passed in July will accelerate insolvency of the program’s retirement trust…