A Second Trump Shock To Programs For Seniors And People With Disabilities
The Trump administration has cut by more than 40% the staff that oversees critical federal programs for older adults and younger people with disabilities who live at home. Health and…
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These Florida cities could see home prices fall
Florida's real estate market has been hammered by high home prices and surging insurance costs. Home values nationwide are also…
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…
Social Security Changes Position On Controversial Phone Service Cuts
A day after Frank Bisignano, President Donald Trump's nominee to lead the Social Security Administration (SSA), told the Senate Finance…
Social Security Is Breaking Down— Millions Will Feel It First
U.S. Commerce Secretary Howard Lutnick recently offered a chilling glimpse into the Trump administration’s indifference to Social Security’s importance. “Let’s…
Key IRA Rollover Mistakes You Must Avoid
The rollover is the most frequent IRA transaction, but most people do only a few rollovers during their lifetimes. Mistake…
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…