Tales From The Grave

TALES FROM THE GRAVE Forgetting to Update Your Beneficiaries and Other Estate Plannin…

Attack of the Tax Zombies!

ATTACK OF THE TAX ZOMBIES!   Terrifying Income Tax Issues are Lurking for Government …

Your pension crises and low Interest rates

After the stock shock of 2008 and after nearly a decade of decreasing interest rates, man…

4 Rules to lower your chances of falling for a Ponzi scheme or rip off when investing.

Greed has an interesting (and very effective) way of getting in the way of…

Backdoor Roth IRA

Many of you in the public sector have a household income that disqualifies you from makin…

What Is The Best Age To Claim My Social Security Benefits?

What Is The Best Age To Claim My Social Security Benefits? With millions of Public Sect…

Your 457 plan and Long-Term Care

I owe a debt of gratitude to the 20 or so public sector employees (both past and present) …

Single or Married? Boost Your Social Security Using This Strategy

Single or Married? Boost Your Social Security Using This Strategy As a Certified Financi…

Long Term Care Insurance

I owe a debt of gratitude to the 20 or so public sector employees (both past and present) t…

Annuities

A lot of you are worried that the stock market is a bit long in the tooth and that your 45…

A Bear Walks Into a China Shop…   After the Shanghai stock market fell 35% from June to…