Which is better for you? Contributing to a pre-tax traditional 401(k) account or an after-tax Roth 401(k) account? As with most financial issues involving tax laws, the answer depends on...
Estate Planning: Don’t Lose Control in the Final Hour
After the April 2016 death of 57-year-old entertainer Prince, many people were surprised to learn that he had no will. He had been so deliberate in how he handled other...
Minimizing Your 2014 Tax Liability
As we enter the fourth quarter, it’s a great time to think about additional ways to limit your tax liability for the year. A great way to do so is...
Widowed Before Retirement
How can people widowed before retirement maximize their social security benefits? This study from the Journal of Financial Planning examines the Social Security program rules unique to widows approaching retirement...
Social Security Strategies
This comprehensive study from the Journal of Financial Planning examines strategies for singles and couples who are deciding when to begin Social Security benefits. We recommend you discuss this issue...
