Author: admin

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps…

Mortgage rates continued their upward climb this week, leaping above 7% and adding further pressure on the stagnant housing market. Freddie Mac’s latest Primary Mortgage Market…

Despite his vow to close the U.S. borders to nearly all immigrants and deport millions of others, President-elect Donald Trump says he’ll continue special H-1B work…

As President Joe Biden’s term draws to a close, he has granted federal student loan relief to an additional 150,000 borrowers. These 150,000 borrowers include almost…

In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want to distribute their financial assets. And…

A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s.…

President Biden announced the approval of student loan handouts for more than 150,000 people on Monday, with the White House touting a total of more than…

Is 10 million enough to retire? The crux of retirement planning is figuring out what level of income your assets can safely support over your retirement…

As I perused the ubiquitous “Best Books of the Year” lists from thought leaders whose reading prowess I respect, one book I hadn’t read kept popping…

How much should you withdraw from your retirement savings in 2025 to help pay for your living expenses throughout the year? There are many reasonable answers…