Here’s a simple, free tactic to avoid estate and probate taxes and fees

How to use the only true tax dodge in the law to set aside thousands on a tax-free basis 

An alarming number of people have misunderstood a critical element of their retirement strategy and it will cost them big. 

The announcements of government economic statistics can move markets and affect investor attitudes. But be careful about making short term investment decisions on them.

What’s a “meme stock” and what does it mean for your portfolio?

Many retirees want to help their grandkids. How can you do it without risking running out of money for retirement? 

How much can you withdraw from your retirement accounts without jeopardizing your retirement? 

Both presidential candidates have specific proposals for tariffs on trade with foreign countries. What does that mean to you? 

You may hear a lot about keeping your will updated. We don’t hear as much about updating your powers of attorney but that may be a more important estate planning issue. 

he Dow Jones Industrial Average has hit a record high. What does that mean for you?

 Cracks are beginning to appear in the health of the economy. Here are two that have us concerned.

Homeownership is getting less and less affordable – and not just for people trying to buy a home. Current homeowners are being squeezed, too.

With interest rates climbing and the stock market becoming more volatile, interest in owning gold is increasing. Should you on some? And if so, what’s the best way to own it? 

Maybe you can’t stash all your income investments in tax deferred accounts. But there is a way you can protect against paying too much tax on them. Here’s how.

You can’t convert a required minimum distribution into a Roth IRA. But you can use it to pay for a conversion. In this episode, we tell you how. 

 Who are the beneficiaries on your accounts and policies? When was the last time you looked?   

There’s a stock market cycle that corresponds to Presidential terms. What does it tell us about what we can expect this year?

A lot can change between when you buy a life insurance policy and when you use it, especially if you are building cash value. Don’t be caught with an unpleasant surprise. Check up on your policy every few years. 

 Spring is a traditional time to clean house. Use that time to clean up your finances as well and make your life easier. Here’s how.

How can you decide when to buy or sell investments? By going back to economics 101 – paying attention to supply and demand. In this episode, we discuss how.

Should you try to convert all your traditional retirement accounts to Roth accounts to save money on taxes? No. Converting them all will result in higher taxes.

How did your portfolio perform compared to the stock market? There are good reasons to hope that it did. In this episode we discuss why.

No one enjoys the annual exercise of filing their income tax return. But you can turn it into an opportunity to save taxes in future years

 Never say budget. Learn the psychological traps that can keep you from managing your money successfully.