Next Up For Social Security And The IRS: No More Paper Checks
The federal government must stop issuing paper checks by September 30 in favor of direct deposit, prepaid cards, or other digital payment options. That’s according to an Executive Order signed…
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Kid Won’t Sign A Prenuptial Agreement
The “Talk” You had the “talk” with your young adult child about getting a prenuptial agreement. The divorce rate is…
Beyond Small Business Owner Retirement Savings
A Roth solo 401(k) can make up for the loss of your access to an employer-sponsored retirement plan. Planning for…
Would A Mega Backdoor Roth Work In Your 401(k) Plan?
A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth…
How Does California Tax Your Social Security Benefits?
If you want to retire in or to California, you may wonder how California will take your Social Security and…
Extreme Overmedication Of Your Aging Parent And Financial Abuse
The description of facts here is based on a real case. We addressed a complex matter of drug addition in…
Don’t Forget About State Taxes When Making Roth Conversions
I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA…
LARRY KUDLOW: Did the so-called recession just end?
"Recession Canceled: U.S. Industrial Production Jumps To Record High." That was this morning's headline in the Zero Hedge website. Too…
Stability & Growth Tips In A Recession
What’s it’s like to be retired when a recession hits? Every good ship’s captain knows how to ride out choppy…
A Simple Exercise To Maintain Financial Momentum In Uncertain Times
Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless…
What You Should Know About 7 Widely-Used Estate Planning Trusts
Most people should consider having one or more trusts in their estate plans. To make decisions about trusts you must…
Near-Retirees’ Recession Playbook: Turning Worry Into Wins
You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the…
3 Strategies To Help Protect Retirees During Stock Market Volatility
If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained…