The Tax Cuts and Jobs Act of 2017 contains numerous changes that affect income tax planning and preparation for 2018 through 2025 after which most of the provisions expire. Two of the more significant changes are a reduction in the amount of principal on which residential mortgage interest can be deducted and the elimination of… Continue Reading
The process I use to assist clients with preparing for the financial and personal challenges associated with retirement extends well beyond simply recommending investments. It’s about them. Continue Reading
Linked benefit plans offer an attractive alternative to standalone long term care insurance assuming that a commitment is made to pay the required premiums and not exercise the return of premium feature. Continue Reading
An important, although unplublicized, benefit of fixed income annuities is protection against elder fraud. Continue Reading
While you may be financially prepared to retire, your ability to successfully transition from the workplace to retirement will be dependent upon planning for three important nonfinancial factors. Continue Reading
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