Planning Commentary
May 15, 2017
We’ve all heard it: “Be sure to move while you can still walk in.” That […]
December 20, 2016
For the reader with the short attention span, here is a brief list of actions […]
December 15, 2016
Identity theft is an increasing concern in our electronically-driven world. Scammers, phishers and identity thieves […]
September 20, 2016
Even individuals with significant assets may qualify for the zero percent federal tax rate on […]
September 13, 2016
For two and a half years I cared for my father after he moved to […]
August 1, 2016
2015 was America’s most charitable year ever! According to Giving USA, Americans donated $373 billion […]
May 15, 2016
Qualified Charitable Distributions—What’s the Fuss? Funding Charitable Gifts from an IRA via the QCD
The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 […]
April 15, 2016
Each day approximately 10,000 Americans reach the age of 65. While this is cause for […]
Should I Buy Long-Term Care Insurance?