Newsletters
Rolling Your Own Pension – Why You Need to Take Control of Your 401(k)
Pensions are long gone for most of us—but you can roll your own. Read on to learn more!
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
Read MoreIs the IRS discouraging your generosity?
Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!
Read MoreHow to Get an Extra 208 Hours per Year!
Want 208 hours back over the next year? Easy, go on a financial-news detox. Read on to find out more.
Read MoreTime to Prepare Your Taxes
No, I am not crazy. It is the start of May, and it is EXACTLY the right time to prepare your taxes. Read on to learn why!
Read MoreReal Estate and IRAs – Tips for Avoiding the Traps
Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.
Read MoreKonMari – Learning Financial Planning from Marie Kondo!
There is some brilliance in Marie Kondo’s method, and her approach can be applied to financial planning. Read on to find out how to “tidy up” your financial life.
Read MoreCommodity Investing – Why I Suggest Avoiding
A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.
Read MoreA Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt
Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!
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