Die Rich by Living Poor or Die Poor by Living Rich?
Every man is rich or poor according to the proportion between his desires and his enjoyments. ~ Samuel Johnson A remarkable story of a...
13 November, 2018
Financial & Retirement Planning
Tax Code Tips: Mortgage Deductions and the Kiddie Tax
Are itemized deductions a thing of the past? The recently-enacted Tax Cuts & Jobs Act includes changes to the way we itemize deductions. ...
19 June, 2018
Inflation 101
Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair. Sam Ewing,...
19 May, 2018
New Rules Benefit 529 College Plans as Estate Planning Tool
The Tax Cuts and Jobs Act includes a provision to allow 529 Plans to be used for private elementary and high school expenses,...
26 March, 2018
Overview of Tax Law Changes
The Tax Cut & Jobs Act was signed into law on December 22, 2017, setting the stage for new tax codes and rules...
26 March, 2018
When Should You Take Social Security?
Deciding when to take Social Security benefits is one of the most important decisions you will make for retirement. You may either base...
20 February, 2018
Legacy Letters: How Do I Validate My Life?
Almost everyone is familiar with the standard estate planning documents: wills, trusts, medical and financial powers of attorney, living wills, etc. Certainly these legal...
20 November, 2017
Cost of Living: How Far Will Your Money Go?
The cost of living in the US varies, depending largely on where you live. A new study from the non-profit Tax Foundation (https://taxfoundation.org/real-value-100-state-2017/)...
21 September, 2017
Retirement: Are You Ready?
The word “retirement” conjures up both good and bad images for each of us, largely depending on our expectations for the second half...
24 August, 2017
Longevity Risk and Retirement Income
How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money to enjoy a comfortable retirement and...
21 March, 2017