Retirement planning must include the costs associated with the diminished capacity for self-care. It’s generally accepted that couples tend to...

We’ve all heard stories about lottery winners who go on spending sprees and wind up broke. We assure ourselves we...

According to the U.S. Dept of Justice, no more than 5% of personal injury cases make it to trial. Most...

Tax deferral is powerful for long-term wealth accumulation. There are tax-advantaged accounts authorized by IRS code to help. Each has...

Many parents face the challenge of caring for special needs children. Each child is unique and so are their families....

The new year is a time of new beginnings. Many people write down “New Years Resolutions” to start living their...

As we approach year-end, we think of the holidays and time with family. It’s also worth spending time with one’s...

Deferring taxation is powerful when saving for retirement. Those in high tax brackets generally benefit from deferring income from peak...

I find inspiration for writing these articles from the conversations I have with people. Getting asked the same questions repeatedly...

Another year, another SECURE Act. The new SECURE 2.0 was signed into law December 29, 2022, clarifying some content from...