Trump Abolishes The Office That Supports Many Seniors And People With Disabilities
The Trump administration is abolishing the office that manages and coordinates most federal programs for older adults and younger people with disabilities who live at home. At the same time,…
How To Avoid Estate Planning’s Biggest Mistake
It’s Not Just About A Will, Trust Or Other Document One of the biggest mistakes people make with estate planning…
United increases airport lounge fees to counter overcrowding
United Airlines announced Monday that it's increasing the fees on its rewards cards that allow access to its airport lounges…
Hackman Tragedy Reveals Retirement Planning’s Missing Piece: Longevity Preparedness
The recent passing of Gene Hackman and his wife Betsy Arakawa reveals a profound truth about our current approach to…
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…