Aug 30, 2016 | Retirement Plans
“So you’ve been saving diligently for your Golden Years and are nearing the day you’ll join the ranks of retirees. The question is, how do you make sure that hard-earned pot of money lasts? The answer isn’t simple. With the possibility of living...
Aug 27, 2016 | Retirement Plans
In a superb piece on kiplinger.com, Kimberly Lankford outlines “several tax-advantaged ways to help take the sting out of the costs of long-term-care coverage.” Her article: “1. Tax-free withdrawals from an HSA. If you have a health savings account, you can withdraw...
Aug 24, 2016 | Do You Know, Money and Aging, Retirement Plans
You think you’ve got debt problems? According to a Reuters report, “U.S. household debt hit $12.29 trillion in the second quarter, up $434 billion from a year earlier as auto loans and credit card debt increased, a Federal Reserve Bank of New York survey showed [in...
Aug 21, 2016 | Retirement Plans
Or more specifically, how to avoid them. That’s the subject of an excellent cbsnews.com MoneyWatch column by Ray Martin, who writes that “it may be that just using professional tax software to prepare and e-file your tax returns can do the trick. According to two...
Aug 18, 2016 | Planning for Longevity, Protect Your Family, Retirement Plans
Student-loan commitments can hold long-lasting (and unforeseen) financial perils, and one of the best pieces on the subject we’ve read—what to know and what to avoid–is an excellent journalofaccountancy.com article by James Sullivan and Melissa Towell. Here are...
