Memorial Day 2016!
I want to say thank you to all the men and women who have given their lives in the service […]
Military
Retirement Income, Retirement Planning, Taxes
More Tax Breaks For People Over 50
This article came from US News & World Report… After age 50, and especially at age 65, you can qualify
Health Care, Medicare
2016 Medicare Premiums Higher For Some
About 1 month ago, CMS (Centers For Medicare & Medicaid Services) announced the 2016 Medicare Part A and Part B
College Planning, Debt
11 Good Paying Jobs With No College Degree Required
Many people feel that a college degree today has about the same value that a high school diploma did 20 years ago. But let’s face it,
Charity
The Winking Dog
One of my energetic clients (who is 80 years old) recently recorded a CD of stories about many of her beloved
financial planning, Retirement Planning
Should I Use A Roth IRA?
The Roth IRA first came about through the Taxpayer Relief Act of 1997, and is named after its chief legislative
Health Care, Medicare, Social Security
Medicare Premiums Going Up In 2016
The Wall Street Journal just published this article today. Great info about upcoming Medicare premium increased for higher income earners.
Debt, financial planning, Retirement Planning
Boomerang Generation
The “Boomerang Generation” is a subset of Millenials who have either returned home following college, or are still living at
Retirement Planning, Taxes
2015 Limits on 401(k) & IRA Contributions
One of the most common questions people ask me is “How much can I put into my 401(k), IRA, or
financial planning, Retirement Planning
7 Retirement Surprises
This is a great article that was written yesterday about common issues that those planning to retire need to consider.