Browsing: Personal Finance

In early November I was invited to tour the Sacramento, California PACE operation. PACE is an acronym that stands for Program of All-inclusive Care for the…

Later this year, Rep. Tom Suozzi (D-NY) will reintroduce his public catastrophic long-term care insurance bill, called the WISH Act. Suozzi is doing all the right…

Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to emphasize to my clients, these analyst…

It’s uncomfortable. The idea that you have to tell your elders what to do or take over things for them seems strange. The people who once…

After working with terminally ill patients for years, Bonnie Ware often heard her patients express regrets as they reflected on their lives. So she wrote the…

Social Security is more confusing than ever. Myths abound. Below, you’ll find a complete set of 25 facts to help you understand Social Security and its…

What We All Agree About Social Security: Insolvency Looms Large Federal policymakers and the general public—to the extent that they pay attention—agree on the core financial…

Shortly After Midnight On New Year’s Eve, 229 Americans Have Already Paid Their Social Security Tax Earnings over $176,100 per year, which is the cap on…

Don’t Let Your 529 Go To Waste If you set up a 529 education plan for your children or grandchildren that is no longer needed for…

As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out on. Depending on your situation, there…