Many of my clients are lifelong excellent savers and rule-followers. They do what’s suggested and keep doing it. For that reason, many of my clients have a LOT of tax-deferred money set aside that can’t be touched until age 59.5…
Normally I shy away from discussing accounts that seem to come from a political gambit or whim. However, talking to my Friend in Finance, Cameron Morgan, made me think I should learn and share a bit about the new 530a…
Sure, Grey Divorce gets a ton of headlines, but what about Grey Marriage? It’s not unusual for people who are in a later-in-life serious relationship to ask me if they should get married for tax reasons. Not the most romantic…
I was recently delighted to hear of the retirement of one of my fave estate planning attorneys. I’m so happy for her to reach this milestone. Then, I heard from her successor that some of the attorney’s clients were really…
Never let it be said that an old dog can’t be taught new tricks! Old Dog = Me. I learned something mind-blowing from Michael Kitces at a conference in August that backtracks on a “rule” I have followed for years.…
I think that personal financial planning is Ground Zero for FOMO (fear of missing out) for those of us over a certain age. Those of us who need FOMO spelled out. 😊 Everyone’s worries are valid, but many times they…
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