The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many...

The SECURE Act created a new twist in tax planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable i

3 Reliable Ways to Steady Your Income. The continued uncertainty of the economy and stock market has millions of Americans worried that...

Did you know that just 30% of all households in the United States have a long-term financial plan? Though this may seem a bit shocking at...

The US Department of Labor estimates that more than 20% of Americans never save any part of their annual income. The no-savings lifestyle...

Wow, a month ago we had barely heard the word “coronavirus”, and now we are feeling its effects in the financial markets. We all know the...

Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 – $7,000 allowed each year? There’s a...

The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...

There’s so much talk in TV commercials about helping retirees “reach their goals,” followed by images of a couple holding hands on a...

I’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...

Long-term Care is an important part of your financial plan. Are you paying for a life insurance policy you don’t need anymore? Or perhaps...

While most retirees worry about stock market downturns, an even bigger financial threat is an unexpected health event that Medicare...

FINRA (the Financial Industry Regulatory Authority) periodically surveys people about their financial knowledge. It asks respondents to...

In our continuing e-Mailbag series, here are some new real-life questions and answers to share with you: Question: Do I still have to pay...

Updating financial and tax strategies is always a good idea, but with the implementation of the Tax Cuts and Jobs Act in 2018, it is...

We regularly get questions from people trying to manage financial transitions in their lives. I thought I would share some of these...

The U.S. economy finished 2017 with another strong quarter. GDP grew at an annual rate of 3.2% in the third quarter (the fourth quarter...

Confidence is king. Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and...

In 2016, the rules were changed for married couples intending to use a Social Security claiming strategy to maximize their benefits....

Recently, our own Yvonne Marsh appeared on WVLT’s “Everyday Solutions” program with Whitney Kent to discuss some common mistakes people...