Elder Care and You
We’re all getting older. As you age, your needs may shift to health care and to care-giving. Elder care issues require thought and planning. With this month’s article, I share some ideas and resources... ...more
Long-term care
July 03, 2024•5 min read
Replacing Taxes With Tariffs
It is time for America to have a discussion about how much it spends and how it pays for it ...more
Tax
June 17, 2024•7 min read
Estate Planning—Don’t Delay
Too many people have neglected to make their wills and other estate-planning documents. No one should wait. ...more
Estate
June 06, 2024•6 min read
Seven Strategies for a Fulfilling and Happy Retirement
As in life, there’s more to retirement than having enough money. Here's some suggestions about meaningful ways to continue to devote your talents and energies in retirement. ...more
Retirement
May 02, 2024•2 min read
Maximizing Your Social Security
Social Security can provide you with additional peace of mind. But decisions on when to claim benefits and which method to make a claim can be complicated. I'll help you consider you options when eval... ...more
Social Security
April 04, 2024•5 min read
Best Practices to Minimize an Audit
We’re moving into tax season. Here are some of the red flags that might get the attention of the IRS. ...more
Tax
March 05, 2024•5 min read