That’s right folks, our elected officials got something done in 2022 that has bearing on your everyday life. The passage of the SECURE Act 2.0 brings up some interesting planning opportunities for your finances. Since the name of my blog…
Many of you have done all the right things for your health and can look forward to a long and healthy retirement. Bad news for your financial planner! Why would I say such a horrible thing? Longevity means the…
Still working on that Resolution list? Seems like they don’t change much from year to year. Here, the top New Year’s Resolutions of 2022 to get you started. Now you’ve made your list, but will you be among…
You’ve raised a glass and sung Auld Ang Syne (I hope, after the last blog you did!), and now it’s time to say goodbye to 2022. What are we leaving behind? Culture The Mirriam-Webster dictionary word of the year…
Don’t get caught flat-noted this New Year’s Eve! Rehearse your Auld Lang Syne now and wow your friends. Should old acquaintance be forgot and never brought to mind? Should old acquaintance be forgot and auld lang syne? [Chorus –…
Yes, 2022 is quickly drawing to a close, but it’s not too late to help those non-profit organizations you love. Here are three quick tips for making the most of your charitable gifts for taxes. If you are age 70…
