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Monday, November 15, 2021

When we were kids, most of us were taught that “The only bad question is the one left unasked.” As a financial advisor, I’ve found that statement to be proven true time and time again. Every day, my clients ask me...

Friday, September 3, 2021

You’ve no doubt heard the phrase, “If something looks too good to be true, you need to be skeptical.” Well, this is certainly the case when it comes to Elizabeth Holmes, and the company she founded – Theranos....

Thursday, August 5, 2021

One of the simplest rules for Social Security spousal benefits is also one of the trickiest. The rule is that, in order for a spousal benefit to be paid, the other spouse must have filed for his or her own benefit first. Let’s...

Thursday, July 1, 2021

To honor and acknowledge the upcoming holiday, I decided to take a break from my typical financial-related blog post, and, instead, decided to share a little piece of American lore that, to me, reflects just how important it is to...

Tuesday, June 15, 2021

According to Bankrate, a website dedicated to helping people take control of their finances, 50% of Americans are putting a percentage of their retirement savings at risk to help their adult children financially. The impact of this...

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Monday, May 10, 2021

A career is always a remarkably interesting journey. Some people know at an early age what they want to be when they grow up. I wanted to play second base for the New York Yankees . . . but, shockingly, that didn’t happen! And,...

Thursday, April 1, 2021

About a year ago, Congress passed the CARES Act, a massive $2 Trillion stimulus package designed to help boost the economy as it struggled from the impact of COVID-19. The bill was generally considered a success – but we still...

Tuesday, March 9, 2021

First, there has been a plan discussed to replace the current tax deduction for both IRA and 401(k) plan contributions with tax credits. This is a very novel approach to try and encourage Americans to save more for their future...

Tuesday, February 2, 2021

President Joe Biden’s promise to tax the wealthy may include an increase in how dividends and capital gains are taxed. He has called for those making more than $1 million annually to pay the same rate on investment income, such...

Friday, January 15, 2021

Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn? Here’s the problem, though: How...

Thursday, October 1, 2020

Unfortunately . . . yes! Let’s start with the OASDI (the “Old Age, Survivors, and Disability Insurance” program) report that came out at the very beginning of 2020, before the pandemic really gained a foothold. It...

Wednesday, September 16, 2020

In the course of my work and my personal reading, I come across several cited statistics that I find enlightening, infuriating and sometimes, just plain entertaining! I thought I would share some of the more memorable ones here...

Tuesday, July 28, 2020

Every year, the IRS compiles a list of the twelve most-common tax frauds, and, unfortunately, one of the more sobering realities of any pandemic is that it tends to give rise to new disturbing tax scams. The 2020 IRS list that just...

Thursday, June 25, 2020

Well, I’m sure by now you’re about as tired as I am talking, reading and listening to anything related to Covid-19 . . . . . so, let’s not start there. OK, then, how about politics? After all, I hear there’s an...

Monday, May 4, 2020

As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150 million payments as part of the overall Economic Impact Payments program...

Saturday, April 25, 2020

At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.1 Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this legislation went into effect on January 1,...

Monday, March 30, 2020

Many of you may know that the tax deadline has been delayed until July 15th, and you may be somewhat familiar with some of the other emergency legislation that has recently been enacted, but I wish to use this forum to help you...