NOT TO GIVE YOU TOO MUCH GRIEF, BUT . . .

In Part 2 excerpting a first-rate New York Times article by Paul B. Brown, the writer cleverly likens the issue of financial planning to the stages of grief experienced by those who understand they are dying—denial, anger, bargaining, depression and...

GOOD GRIEF! A SOBER TAKE ON RETIREMENT PLANNING

A superb New York Times piece by Paul B. Brown takes its premise from an unlikely source:  the late psychiatrist Elisabeth Kübler-Ross, whose famed naming of the five stages of grief—denial, anger, bargaining, depression and acceptance–experienced by dying...

BOOMERS ARE REWRITING THE RULES OF RETIREMENT

An article in Reuters Money by Mark Miller earlier this month provided some interesting insight about how boomers, who have “broken the mold at every stage of their lives,” are doing it again for their retirement. Here are the trends that Miller uncovered, showing us...

NEW SIMPLER HOME OFFICE TAX CALCULATIONS…FINALLY!

This issue has puzzled the more than 3-million individual US taxpayers who claim a home office as to what counts and what doesn’t. Finally, the IRS announced a simplified safe harbor method that individuals may use to compute the home office deduction for tax years...

THE TAX DEAL AND YOUR PORTFOLIO, CONCLUSION

The concluding blog excerpted from Christine Benz’s excellent Jan. 3 Improving Your Finances article on Morningstar.com focuses on . . . : Alternative Minimum Tax “What’s Happening: Congress put in place an inflation-adjusted exemption amount for the alternative...