Turn Tax Time Shock Into Tax‑Efficient Investing
Tax time is often when people discover how “tax‑efficient” their investments really are. A surprise tax bill can feel like a penalty for being a
April 23, 2026
Tag: seniors
The ‘Fixing’ of Social Security
In my 30+ years of serving retirees and pre-retirees, one question comes up again and again: “Will Social Security still be there for me?” You
April 9, 2026
I’ve Been Hacked!!!
“My computer got hacked and they got into my bank account. I’m calling to let you know.” That was a call from one of my
March 26, 2026
Money Harmony
Improving your relationships often starts with understanding that you and the people you love may literally “speak different languages” when it comes to money –
February 12, 2026
The U.S. Economic Outlook for 2026
Two powerful forces shaped the economy in 2025: tariffs and artificial intelligence (AI). Tariffs touched virtually every country and rewrote the rules of global trade,
January 27, 2026
2025 Retirement Wake‑Up Calls
Did 2025 bring any wake‑up calls for you? For me, it did. A friend died of a heart attack this year. He was five years
December 30, 2025
Which Charities Should You Support?
Generosity is a spirit we should embrace year-round, and during the holidays our mailboxes fill with solicitations from many charities. Many people want to respond
December 16, 2025
Giving While Living
For many people, charitable giving is more than a financial decision – it’s an expression of their values and their hopes for the future. If
November 25, 2025
Capitalism vs. Socialism: What Really Matters for Your Retirement?
Have you ever wondered why the terms “capitalism” and “socialism” spark such heated debate — especially when it comes to your retirement, investments, and everyday
November 11, 2025
How to Give More – and Owe Less
A Qualified Charitable Distribution (QCD) can be a powerful way to combine charitable giving with smart tax planning. If you’re already taking Required Minimum Distributions
October 15, 2025