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- Retirement Planning
First, let me stress that no one who is currently collecting Social Security benefits will be affected by the prospective
- 2 min read
- Retirement Planning
The recently passed Bipartisan Budget Act of 2015 includes major changes to Social Security. This legislation opens up significant opportunities
- 1 min read
- Tax Planning
Despite all of the news we have heard about tax simplification, the current tax code still remains a complex combination
- 2 min read
- Tax Planning
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and
- 2 min read
- Retirement Planning
Q: I recently turned 66 and started receiving my Social Security benefits. Will I have to pay taxes on this
- 2 min read
- Investing & Markets
Now is an ideal time to review or revisit your bond holdings to identify what, if any, changes you may
- 2 min read
- Retirement Planning
The traditional contribution (“front door”) for Roth IRAs is currently not available for higher income earners. Married couples earning $193,000
- 2 min read
- Investing & Markets
Typically, bond prices and interest rates move in opposite directions. This means that when interest rates rise, bond prices tend
- 2 min read
- Investing & Markets
Peter Lynch, the famous stock picker once said, “Most investors would be better off in an index fund.” I wondered
- 2 min read
- Retirement Planning
Be careful if you inherit a retirement account. In many cases, the decedent’s largest asset is a retirement account. If
- 1 min read
- Investing & Markets
August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common.
- 4 min read
- Retirement Planning
This coming Sunday kicks off the 2015 Football Season, I can’t believe it’s upon us so quickly! Retirement has a
- 2 min read