Retirement Planning involves a complex intertwining of variables, including social values, financial considerations, tax consequences, and various legal constra ...

Part 3 of our exploration of Required Minimum Distributions (RMDs) from Qualified Retirement Accounts is dedicated to the RMD-reducing “product” known as th ...

Last week, I wrote this: “Required Minimum Distributions, or RMDs, are the eventual price Uncle Sam exacts from each of us for the multi-year tax-deferral pri ...

Required Minimum Distributions, or RMDs, are the eventual price Uncle Sam exacts from each of us for the multi-year tax-deferral privilege they granted us durin ...

Today’s job market is greeting graduates everywhere with ambiguity. Technology is advancing at a rapid pace, driven by Artificial Intelligence (AI), which, ju ...

As financial planners, we are frequently challenged to assist clients with their retirement plans. Americans are universally attuned to (and afraid of) the pote ...

Last week, we discussed reasons why taxpayers should not just file a Tax Return on April 15, then immediately forget about Tax Planning until next year. Ignorin ...

Last week, we covered the propensity of Americans to set Tax Planning on the shelf after April 15, only to dust it off and start over in about 50 weeks. Doing s ...

Americans’ annual day of reckoning is here. Taxes, some say, represent the cost of living in a free society. Decades ago, as a young adult, I remember long li ...

From its low-profile introduction in 1997, the Roth IRA has become a behemoth among Americans’ savings and investment vehicles. Americans have more than $2 Tr ...

Becoming an employer is not everyone’s dream, but Americans are commonly entrepreneurial in spirit. Starting a business is part of both our capitalistic econo ...

Last year (2025), our Stock Market suffered a dramatic pullback in April, then reversed quickly, and climbed up until year-end as if all had been forgotten. We ...