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Achieving a Better Life Experience

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The tax laws have long encouraged Americans to save for college for their kids and to save for their retirement, but for families of those with disabilities, there was no tax-advantaged way for them to save for those ...

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Grandparents Raising Grandchildren

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How can they cope with the financial demands? When many people hear the word “parents,” they picture a couple in their forties… not a couple in their seventies. The reality is that 6% of kids today live in ...

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Be Prepared for Higher Medicare Premiums

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Clients may not realize that Medicare premiums can change from year to year based on their reported income. If they had a good year in 2014, they may see higher premiums in 2016. Now that tax returns for 2014 have been filed ...

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NYTimes: The Social Security Maze and Other U.S. Mysteries

http://www.nytimes.com/2015/03/14/your-money/the-black-art-of-deciphering-social-security.html
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Kitces: Wrong Way to Cut Client Taxes

http://www.onwallstreet.com/news/tax_planning/wrong-way-to-cut-client-taxes-2692192-1.html
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Tax Efficiency in Retirement

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How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income ...

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Will Baby Boomers Ever Truly Retire?

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Many may keep working out of interest rather than need. Baby boomers realize that their retirements may not unfold like those of their parents. New survey data from The Pew Charitable Trusts highlights how perceptions of ...

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Social Security Survivor Benefits

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How do you claim them? How much can you receive? About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. This means that you could receive as ...

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Rehearsing for Retirement

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Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the ...

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