Episode 258 – We’ve all heard stories of Thanksgiving dinners gone terribly wrong. The food is great, the mood is good, and everyone is happy to see each other. But it all goes terribly wrong when politics enters the room.
Episode 257 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways.
Episode 256 – Cryptocurrency can be a very volatile asset. If the cryptocurrency falls significantly in value, that loss may not be entitled to a Section 165 loss deduction on the investor’s income tax return.
Episode 255 – Massachusetts is one of twelve states with a state estate tax. Even though it just raised its state estate tax exemption amount from $1 million to $2 million, you don’t have to be ultra-wealthy to be subject to estate taxes, so plan now.
Episode 254 – Which generation—baby boomers, gen X or millennials—is better prepared for retirement? The answer may surprise you.
Episode 253 – Two recent reports paint a scary financial picture for many future retirees. But how bad is the situation really?