Planning Commentary

November 6, 2019

Where Are Your Documents?

During my childhood, family vacations were a time when we loaded up the station wagon […]
November 1, 2019

2020 IRS Inflation Adjustments

In November 2019, the IRS released Revenue Procedure 2019-44 (PDF) and Notice 2019-59 (PDF), which […]
August 27, 2019

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
August 14, 2019

Stretch IRAs: Here to Stay or Going Away?

Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]
July 15, 2019

I’m Okay; The Car Isn’t: A Primer on Insurance Coverage

“Um, Dad? Hi. I was driving to work and someone hit me ….” “Yes, I’m […]
June 28, 2019

What is the Best Way to Help My Grandchild Pay for College?

With college tuition as high as it is today, many of our clients are wondering […]
June 28, 2019

Paying for College: Financial Aid 101

“Will I qualify for financial aid or grants given my household income and assets?” This […]
May 28, 2019

Empty Nest: Kids Out, Tuition Bills In! How to Use your 529 Plan to pay for College

The nest is empty! My youngest headed off for his freshman year of college recently. […]
March 15, 2019

Saving for Retirement—A Second Chance

Sometimes life gets in the way of our long-term financial goals. This is especially the […]