News You Can Use

April 30, 2019

Retirement Changes You Can Count On

“Retirement and retirement planning are changing…In the future, there will be more changes to retirement, and the... Read More
April 22, 2019

Families Use Apps to Track Relatives With Dementia

Kim Rice tracks her husband's every move, including his arrival home each night from adult... Read More
April 15, 2019

Taxpayers cry ‘#TaxScam’ as total refunds are down by $6 billion

If I were to give this year's tax season a title it would be: Refund... Read More
April 8, 2019

How Much Are Taxes on an IRA Withdrawal?

How much you will pay in taxes on an individual retirement account (IRA) withdrawal depends on the type of IRA, your age, and... Read More
April 1, 2019

When the Spouse Who Handles the Finances Dies First

Gary Altman, an estate-planning attorney in Rockville, Md., recently had a client turn to her brother-in-law to cover bills after her husband... Read More
March 25, 2019

A SALT-y Tax Problem You Didn’t Know You Had

The tax overhaul has created many new issues for Americans. One that individuals, tax preparers and industry groups are now wrestling with is how Uncle Sam will... Read More
March 18, 2019

Americans Believe in Talking About End-of-Life Issues. They Just Don’t Do It.

A growing number of Americans say they need to talk about end-of-life issues and the legacy they will leave behind. But there is a big...Read More
March 11, 2019

Blindsided by your 2018 taxes? How to prepare now for your 2019 return

Some taxpayers are feeling a little battle-weary after filing their 2018 returns. People are shellshocked. Either they got less of a refund than... Read More
March 5, 2019

Elder Fraud on the Rise

WASHINGTON—Financial institutions are reporting an increasing number of suspicious activities involving financial abuse targeting older adults, according to a new government... Read More
February 25, 2019

This Is What Google’s First ‘Smart City’ Will Look Like

Inside Alphabet, Google’s parent company, is a group called Sidewalk Labs, an initiative inside the company that “imagines, designs, tests, and builds urban innovations to help cities meet... Read More
February 20, 2019

This Is the One Big Tax Change Every Senior Should Know About in 2019

Tax season is underway. And, since this year represents the first time most Americans are filing since Congress overhauled the tax code in late 2017, there’s a lot... Read More
February 12, 2019

How To Use Tax Time To Be More Proactive With Your Planning

Are you ready for tax time? With the April 15 tax filing deadline looming, the first tax season under the new tax law has introduced some changes that may affect ... Read More
February 4, 2019

Tax season opened this week. Pack your patience.

If tax season weren't already frustrating, the partial government shutdown may cause some hair-pulling issues for taxpayers trying to file their ... Read More
January 28, 2019

Scary But Necessary: How To Make Medical Decisions When You’re Out Of It

At the core of financial planning is protecting yourself. Let’s say you are too old or infirm to decide on life-saving surgery options. How do you prepare for ... Read More
January 22, 2019

How Retirement Savers Can Protect Against the Risk of a Changing Tax Code

As any financial adviser will tell you, retirement savers face a dizzying array of uncertainty. Future interest rates are .... Read More
January 15, 2019

The High Cost of Financial Panics

On January 12, 1819 Thomas Jefferson wrote to his friend Nathaniel Macon, "I have…entire confidence in the late and present Presidents…I slumber without fear." He did concede, though, that market fluctuations can trip up even ... Read More
January 8, 2019

Why Market Timing Doesn’t Work

I’ve begun reviewing what happens in market downturns in client meetings. While market expansions don’t have an expiration date, as investors, we do get lulled into a false sense of security which can make sticking with ... Read More
December 31, 2018

10 simple questions about the stock market plunge, simply answered

The stock market's gyrations have dominated headlines for a solid two weeks now, but things can't be as bad as they sound. Or can they? We looked at the numbers to put this crazy ...Read More
December 24, 2018

For investors, an ugly three months after 10 very good years

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December 18, 2018

Let’s See How Ready for Retirement You Really Are

I'm planning to retire in 2019, but the turmoil in the markets has me worried. Any thoughts about retiring in a bear market? Is it better to wait for ... Read More