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…
You’ve made it this far in the RMD Series. And you’re tired of my telling you to just not worry about RMDs. That’s fair. There are legitimate concerns that one might want to plan to avoid. Tax brackets could go…
Props to Ed Slott, Jeffrey Levine, and Bob Carlson. They sure do get the word out to the public with their RMD analysis. And, I’ll just say it, scare tactics. Witness the blitz of books, blogs, and podcasts about the…
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