Family Issues
Managing an Inheritance
Managing inherited money isn’t as simple as depositing the check and picking some sure-fire investments.
July 11, 2022
Archive
Remember 1966? How About 1967?
Retirement decisions can be momentous. Which year you would have remembered would depend on if you retired back then… and which year!
June 28, 2022
Two Interesting Investment Strategies – But No Free Lunch.
No investment strategy is without some kind of risk; but, I think this comes close. Take a look:
June 20, 2022
Annual Social Security Trustee Report Urges Reform
The annual Social Security trustees’ report is to advise Congress on the financial condition of the Social Security system over the next 75 years. If they project that 100% of benefits will be paid, it’s said to be in balance and no action will be needed. If they project a shortfall, they call on Congress to fix the problem by either raising taxes, cutting benefits, or some combination of the two.
June 14, 2022
A SECURE Act Defense Strategy
Congress labeled it the SECURE Act, because it’s a better sell to the public. But, what Uncle Sam really wanted to do was make their spending programs more secure – hence, securing reelection.
June 6, 2022
Tax Planning for Retirement Income
Tax Planning doesn’t stop at retirement. In fact, tax planning is important for optimizing retirement income – and it changes during all four stages of retirement.
May 23, 2022
To Roll or Not to Roll
Good question. Whether or not you should roll-over your retirement funds to an IRA….. it depends (#1 in the consultant’s handbook of responses).
May 13, 2022
Does The SECURE Act Make You More Secure?
Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.
April 29, 2022
7% Return? From the U.S. Treasury?
Yes, Virginia, Series I bonds sold from November 2021 through April 2022 earn interest at 7.12%. Oops.
April 26, 2022
2022 Decisions Can Affect 2024 Taxes for Some!
Expecting a big capital gains or other tax event this year? It might mean an unexpected tax surprise that can affect your Medicare premiums two years from now!
April 18, 2022
