Tax and economic reforms are on the President’s agenda for 2015 as he seeks to close what he terms “unfair loopholes that are only available
Blog
If I Sue the IRS, Do I Stand a Chance?
What happens when a taxpayer disagrees with the Internal Revenue Service (IRS)? Some people think that the matter ends there: the IRS always wins, right?
Planning for Retirement with a Plan
Developing a financially sustainable plan for retirement can be one of life's most stressful processes. Those considering retirement need time to look at the many
Resolve to Plan Your Estate Wisely
Fifty-four percent of Americans planned on making a financial resolution for 2015. According to a new poll by GOBankingRates, as reported in the Las Vegas
Estate Tax 101
The estate tax is one of the most complex parts of the tax laws, drawing a lot of controversy among Americans. Even as opponents label
Helping Your Parents Downsize
A mother who just turned 75 wants to downsize from her four-bedroom house. Her husband passed away six years ago, and she owns her home
Advice for Adult Caregiving
Adult children who become caregivers often pay a steep price. According to a 2011 MetLife study, women older than 50 who leave the workforce early
Ring in the New Year’s Estate Tax Changes!
When the glittery ball fell in Times Square on New Year's Eve, it brought a roar from the revelers — and more quietly, good news
Have Your ICE Ready!
Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this
Make Your New Family the Perfect Blend
The Pew Research Center reports that four in ten American adults have at least one step-relative, defined as a stepparent, a step-or-half sibling or a
Make It a Very Happy New Year
Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips
The In’s and Out’s of 529 College Savings Plans
Since 529 college savings plans were introduced in 1996, a growing number of parents and grandparents have taken advantage of the opportunity to salt away