Articles
Why Everyone Needs an Estate Plan
Episode 279 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes. Continue Reading Why Everyone Needs an Estate Plan
Making the Right Choices With Your Wealth Revisited
Episode 278 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work. Continue Reading Making the Right Choices With Your Wealth Revisited
The Social Security Administration (SSA) Gets It Right
Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.” Continue Reading The Social Security Administration (SSA) Gets It Right
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children. Continue Reading Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
Is Phased Retirement Right for You?
Episode 274 – Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you? Continue Reading Is Phased Retirement Right for You?
Study Indicates that Half of Older Americans May Unretire
Episode 266 – Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned. Continue Reading Study Indicates that Half of Older Americans May Unretire
Estate Planning and Sibling Rivalry
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem? Continue Reading Estate Planning and Sibling Rivalry
Tax Gap Projections and Increased IRS Enforcement
Episode 261 – The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now. Continue Reading Tax Gap Projections and Increased IRS Enforcement
IRS Again Delays New Reporting for Gig Workers and Independent Contractors
Episode 259 – The IRS further delays implementation of the rules related to the issuance of Form 1099-Ks to gig workers and independent contractors. Continue Reading IRS Again Delays New Reporting for Gig Workers and Independent Contractors
What Does Life Insurance Have to Do With Divorce Revisited
Episode 257 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways. Continue Reading What Does Life Insurance Have to Do With Divorce Revisited
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