Reining in Your Debt
Americans are spending freely again. That has a downside. As the Great Recession faded, American household debt gradually decreased. In...
Explaining the Basis of Inherited Real Estate
What is cost basis? Stepped-up basis? How does the home sale tax exclusion work? At some point in our lives, we may inherit a home or...
ABLE Accounts for Loved Ones with Disabilities
Families should know about these new tax-advantaged savings vehicles. Families with special needs children have a new tax-advantaged...
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask retirees that...
Should You Plan to Retire on 80% of Your Income?
Examining a long-held retirement planning assumption. A classic retirement planning rule states that you should retire on 80% of the...