Why Investment Diversification Matters Bonds are at an all-time low, and federal rate increases have made them even more out of favor in the short run. As a result, many…
Avoiding Scams in a Modern World Recently, my brother called to say that his checking account had been hacked. Scammers gained access to over $34,000, and it all started with…
How Higher Costs Will Affect Your Retirement You may have heard a common retirement myth that says if you have $1 million invested and it grows at a 5% rate,…
Let's talk travel. COVID-19 is getting under control, and scientists are developing new treatments. Soon, I think it will be much more like influenza, and we'll all get a shot…
Why You Need an Insurance Checkup PUP, LTCI, FTI, PIP. You may be asking what all those letters are and what they mean to you. Well, they’re all acronyms for…
This time of year is generally associated with new beginnings, but life doesn’t always abide by our schedule. In December, my mother-in-law passed away. My own mother is approaching her…
Eventually, the question will arise: What kind of paperwork should you keep? The IRS can look back at your taxes for any reason for three years, and they can go…
I used the phrase “Post-COVID World” in the title of this article, but of course that’s not entirely true. The coronavirus is still out there and new variants continue to…
Step-up in basis is the readjustment of the value of an appreciated asset for tax purposes upon inheritance. Wow, is that a mouth full or what? Let me explain. How is…
When we sit down with a client and help them plan for the future, we consider several things like taxes, investments, income, future long-term care needs, and more. But once…