Money
Despite President Trump’s repeated promises that “we’re not touching Social Security, other than to make it more efficient,” it appears his Administration is planning…
Passing money from one generation to the next in trust…
When I talk to prospects and clients about retirement investing,…
Semi-retirement can offer important financial and lifestyle advantages to people in their 50s, 60s, and…
Introduction U.S. Rep. Randy Feenstra (R-Iowa) introduced a bill called the Death Tax Repeal Act…
Here are two situations I reviewed recently. A 74-year-old man got a bill for his…
One of the most difficult steps in estate planning is developing a plan to preserve…
Americans’ household debt levels, including credit card debt, rose to new all-time highs in the…
For those of you that have been affected by the Windfall Elimination Provision or the…
Burnout isn’t just an issue in the workplace. In fact, it may be even more…
Bad: stubborn price increases. Surprisingly good these days: Your ability to outrun them. By William…
Many retirees plan to spend their retirement savings quite frugally, according to a few recent…
When you change jobs, you’ll need to decide what to do with your old 401(k).…