Our Thoughts On Archive

The Science of Gifting

If you are age 70½ the federal government has given you a permanent gift with new legislation that may give you a break on your income tax. At that

The Key to Financial Health

The path to financial health shares many similarities with the path to physical health. Perhaps the most important shared trait between the two is that

Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would

Online Planning: Rolling the Dice

I recently read an article that suggested that you can manage your financial life using free websites in as little as three hours. Wow, imagine mapping

Bonne Année! Financial Resolutions for the New Year

Do you have a new year’s resolution? I have several, including learning French. I have downloaded Duolingo, a cool little app created by the prodigies

The Clock is Ticking - Social Security Claiming Strategies Are Phasing Out

The shocking, big story from last week was from the U. S. Capitol. As Congress hammered out a budget deal to avoid another government shutdown, they turned