Blog
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“First, Put on Your Own Mask”: Helping Your Children without Jeopardizing Your Retirement
One of the best things you can do for your children is to make sure they don’t have to support you in your later years. Here are some points to help.
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Divorce Inequality: What Women Can Do about It
Statistically speaking, the financial deck is stacked against women facing divorce. Here are some tips that may help even the playing field—at least, a little.
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Your Retirement Income and Your Taxes
As part of your retirement planning, you need to know how your income is going to be taxed so you have a tax-efficient strategy in place. We take a look at this here.
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Inflation: Not a Passing Fad
We’ve seen inflation rising for over a year, and even Fed Chair Jerome Powell has admitted that “transitory” doesn’t quite fit the inflationary picture in the US economy.
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The Evolution of 529 Plans: Tips for Parents and Grandparents
Since 1996, parents and grandparents have put more than $398 billion into 529 plans. One great advantage of these plans is their flexibility when it comes to gifting.
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Plan Now to Avoid the “Widow’s Tax Trap” Later
With some planning ahead while both spouses are living, the effects of the “widow’s tax trap” can be mitigated, if not avoided altogether.
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Finding the Silver Lining: Bear Market = Cheaper Roth Conversions
One benefit of the falling market is that taxpayers holding traditional 401K and IRA accounts now have an opportunity to convert to Roth accounts.
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Making Lemonade: Tax-Loss Harvesting
During down market cycles, there are things you can do to prepare for the next upswing, and one of the most important preparations you can make is tax-loss harvesting.
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Grandparenting: Counting the Cost
Grandparenting can come with a hefty pricetag. Without careful planning, well-intentioned grandparents run the risk of underfunding their retirement lifestyle in their efforts to provide support for their grandchildren.
