Articles Personal Finance Articles It’s Not Your Father’s RetirementContinue Reading It’s Not Your Father’s Retirement Social Security: Timing Is EverythingContinue Reading Social Security: Timing Is Everything Bitcoin and the GFTContinue Reading Bitcoin and the GFT Reverse Mortgages: Retirement cash hiding right under your noseContinue Reading Reverse Mortgages: Retirement cash hiding right under your nose Fixing what the SECURE Act broke Continue Reading Fixing what the SECURE Act broke Feeling charitable? Use QCDs ASAPContinue Reading Feeling charitable? Use QCDs ASAP Women Need Financial Plans, TooContinue Reading Women Need Financial Plans, Too Annuities: When to hold ‘em, when to fold ‘em Continue Reading Annuities: When to hold ‘em, when to fold ‘em To Roth or not to Roth? It dependsContinue Reading To Roth or not to Roth? It depends Medicare options: Are you Mediconfused? (part 1)Continue Reading Medicare options: Are you Mediconfused? (part 1) Further adventures in Medicare Land (part 2)Continue Reading Further adventures in Medicare Land (part 2) Long Term Care: The Elephant in the Room (part 1)Continue Reading Long Term Care: The Elephant in the Room (part 1) Long Term Care: Paying for “The Elephant” (part 2)Continue Reading Long Term Care: Paying for “The Elephant” (part 2) Self-directed IRAs: Caveat Investor Continue Reading Self-directed IRAs: Caveat Investor Health Savings Accounts: Win the “Tax trifecta”Continue Reading Health Savings Accounts: Win the “Tax trifecta” Disclaim your inheritance? It might make sense Continue Reading Disclaim your inheritance? It might make sense Preventing second home family feuds Continue Reading Preventing second home family feuds Don’t confuse collectibles with investmentsContinue Reading Don’t confuse collectibles with investments
Reverse Mortgages: Retirement cash hiding right under your noseContinue Reading Reverse Mortgages: Retirement cash hiding right under your nose
Annuities: When to hold ‘em, when to fold ‘em Continue Reading Annuities: When to hold ‘em, when to fold ‘em
Medicare options: Are you Mediconfused? (part 1)Continue Reading Medicare options: Are you Mediconfused? (part 1)
Further adventures in Medicare Land (part 2)Continue Reading Further adventures in Medicare Land (part 2)
Long Term Care: The Elephant in the Room (part 1)Continue Reading Long Term Care: The Elephant in the Room (part 1)
Long Term Care: Paying for “The Elephant” (part 2)Continue Reading Long Term Care: Paying for “The Elephant” (part 2)
Health Savings Accounts: Win the “Tax trifecta”Continue Reading Health Savings Accounts: Win the “Tax trifecta”
Disclaim your inheritance? It might make sense Continue Reading Disclaim your inheritance? It might make sense
Don’t confuse collectibles with investmentsContinue Reading Don’t confuse collectibles with investments