The Social Security Administration (SSA) Gets It Right
Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.”
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Is Phased Retirement Right for You?
Episode 274 – Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you?
Study Indicates that Half of Older Americans May Unretire
Episode 266 – Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned.
Estate Planning and Sibling Rivalry
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem?
Tax Gap Projections and Increased IRS Enforcement
Episode 261 – The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now.