Articles
Debunking Common Myths About Retirement
Episode 329 – With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But these basic ideas evolve over time as demographics, life expectancy, tax laws and available products all change. Here are a few ideas that could use a good debunking. Continue Reading Debunking Common Myths About Retirement
Understanding Social Security Taxation
Episode 326 – There’s been a lot of talk lately about making Social Security income tax-free. This would certainly be a popular move, especially for seniors. But doing so comes at a steep price. Continue Reading Understanding Social Security Taxation
Careless Spending Can Erode Income Gains
Episode 324 – If your income goes up over time, it doesn’t necessarily mean that you’ll be able to save more. If you’re not careful, “lifestyle creep” can make things worse. Here are a few ideas on how to fight back against lifestyle creep. Continue Reading Careless Spending Can Erode Income Gains
Six Estate Planning Tips from Warren Buffett
Episode 323 – The investment wisdom of Warren Buffett is well known through his annual letter to shareholders. But he has some unique ideas about estate planning as well. Here are six of Buffett’s more important estate planning concepts. Continue Reading Six Estate Planning Tips from Warren Buffett
The Social Security Fairness Act: Is it Really Fair?
Episode 314 – The President is about to sign the Social Security Fairness Act into law. But is it really fair? And how does it affect Social Security’s solvency? Continue Reading The Social Security Fairness Act: Is it Really Fair?
Business Succession Planning Needed More Now Than Ever
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled. Continue Reading Business Succession Planning Needed More Now Than Ever
Planning for Single Parents Revisited
Episode 301 – Single parents must have their financial house in order, through insurance, financial and estate plans, to help protect their sources of income, existing assets and their children. Continue Reading Planning for Single Parents Revisited
Planning is a Dynamic, Not a Once-and-Done, Process
Episode 298 – No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn’t end. Continue Reading Planning is a Dynamic, Not a Once-and-Done, Process
Millennials, Gen X and Gen Z Need to Prepare for Retirement Now Revisited
Episode 297 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now. Continue Reading Millennials, Gen X and Gen Z Need to Prepare for Retirement Now Revisited
Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
Episode 293 – As we get closer and closer to the sunset of the estate tax provisions in the Tax Cuts and Jobs Act of 2017, wealthy married couples have options to remain flexible with their planning using survivorship life insurance. Continue Reading Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
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