Feb 28, 2015 | Do You Know, IRA, Protect Your Family, Tax Planning and Deductions
There’s nothing wrong with tapping into the pop culture to get a message across, and so the IRS again uses the title of a 1960s Hollywood WWII favorite—“The Dirty Dozen”—to lob its own grenades against tax cheats with an announcement headlined Falsifying Income to...
Feb 25, 2015 | Retirement Plans
Sometimes you might consider giving the cold shoulder to what others are touting as hot investment tips. “Every couple of months an exciting new investment strategy comes along that everyone is talking about,” writes the always interesting David Ning in an excellent...
Feb 21, 2015 | Retirement Plans
Who doesn’t love a good quiz? For instance, in honor of this coming Sunday’s Academy Awards, let us posit this: which of these all-time greats, in their long careers filled with memorable roles, achieved the most Oscar nominations: Myrna Loy, Edward G. Robinson, Mia...
Feb 18, 2015 | Boomer Retirement, Do You Know, Planning for Longevity, Protect Your Family, Retirement Plans
Will boomers really be able to work past 65? That’s the headline question considered in a superb cbsnews.com MoneyWatch column by Steve Vernon. Excerpts from the piece: “Many surveys have found boomers saying they want to keep working in their retirement years, but...
Feb 15, 2015 | Asset Allocation, Do You Know, Planning for Longevity, Retirement Plans
We’ll be celebrating Washington’s Birthday (aka Presidents Day) on Feb. 16, and that makes us think how cool it might have been to be alive in Revolutionary times, perhaps even then noodling in our heads ideas for retirement while our Founding Fathers were busy...
