Planning Commentary

December 15, 2016

Protecting Yourself from Cyber Threats

Identity theft is an increasing concern in our electronically-driven world. Scammers, phishers and identity thieves […]
September 20, 2016

A ZERO-Percent Tax Rate? Are you missing out on the 0% tax rate on dividends and capital gains?

Even individuals with significant assets may qualify for the zero percent federal tax rate on […]
September 13, 2016

One Last Gift: A Planning Guide for Survivors

For two and a half years I cared for my father after he moved to […]
August 1, 2016

Donor Advised Funds

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

Frequently Asked Questions about Medicare

Each day approximately 10,000 Americans reach the age of 65. While this is cause for […]
April 15, 2016

Medicare IRMAAs

What is an IRMAA and does it impact me? IRMAA stands for Income-Related Monthly Adjustment […]
January 28, 2016

Social Security and the Bipartisan Budget Act of 2015

The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security […]
November 28, 2015

Strengthening Your Mind

Alzheimer’s is a debilitating disease that affects many of us. I lost both my mother […]