On Monday, November 2, the President signed the budget bill that has a significant impact on how retirees will be able to claim Social Security. Michael Kitces, Publisher of the Nerd’s Eye View, has written a very comprehensive blog post …
Have the Talk About Long Term Care Celeb Video
In this video Rob Lowe, Maria Shriver, Maggie Gyllenhaal, Angela Bassett, Zachary Quinto and Jim Nantz to discuss the importance of having “the talk” with loved ones about planning for long term care. It is hard to talk about it, …
After-tax Contributions Turn a 401k into a Super-Roth
A few months ago, the IRS officially blessed one of the best personal financial planning tools I have ever seen when they issued Notice 2014-54. This has profound tax implications for high income earners and I expect many more 401(k) …
The Best Ways to Save Money
Some of my clients come to me with exceptional budgeting skills and others need a lot of work. It is important to review your budget or spending plan at least once a year and make sure that you are being …
