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Medicare For All, Taxes for All

Watch this video on YouTube As the recent debates among the Democratic presidential candidates emphasized, the idea of government-managed health care is gaining popularity. “Medicare for all” or some form of “free” universal health care is...

Plan B For Aging a Lifesaver for You and Family

Watch this video on YouTube Your family day at the lake is interrupted by a thunderstorm. You’ve planned the perfect outdoor June wedding, but unseasonable cold will have the bridesmaids turning blue. You and your spouse have to cancel a romantic weekend getaway...

Play Wisely With FIRE Movement

Watch this video on YouTube “What do you think of the FIRE movement?” a reporter asked me recently. I told her I was ambivalent about it. The FIRE acronym in this context stands for “Financial Independence, Retire Early.” While a Harris poll...

The SECURE Act and Your Retirement Accounts

A relatively radical bill moving through Congress will mostly eliminate passing on to heirs the benefits of tax-deferred and tax free IRAs. Why haven’t you heard anything about this money grab? Maybe because the bill has so much bipartisan support instead of political...

Small Companies Get Tax Breaks, Too

Watch this video on YouTube An April 29th headline in The New York Times got my attention: “Profitable Giants Like Amazon pay $0 in Corporate Taxes. Some Voters Are Sick of It.” My immediate reaction was outrage. Amazon had a 0% tax rate. My company’s...