Tax Planning
Aug 3, 2026
The “Trump account” savings vehicles that were created as part of last year’s “Big Beautiful Bill” are now available. If you have children younger than 18, should you open one of these 530A accounts for them? If you had or plan to have a baby born between the...
Jul 13, 2026
A client called me last week wanting to know how to claim a $7,500 tax refund he thought he’d missed. His question was based on an email sent in early July to Social Security recipients from Frank J. Bisignano, commissioner of the Social Security Administration....
Jun 1, 2026
As you advance in your career and begin to build financial security and invest for the future, you will build a financial team. Most likely, you will do this one professional at a time. You’ll find a CPA to do your taxes, a financial advisor for investments, and an...
Mar 23, 2026
How do you find a competent, ethical financial advisor? An approach I have recommended for years is to interview planners, ask questions, and persist until you get clear answers. Under a relatively new SEC rule, getting those answers is becoming harder to do. This...
Mar 2, 2026
If you’re wading through the process of preparing your tax return, you may well be asking, “Why does this have to be so complicated?” I hear some version of this from clients every year. The forms feel endless. The rules seem arbitrary. Even financially savvy people...
Jul 28, 2025
The recently passed “One Big Beautiful Bill” was promoted as the largest middle-class tax cut in history. The price tag: $5 trillion. The pitch: permanent, revolutionary relief for working families. The reality: a master class in tax theater. The first act of this...
Page 1 of 1412345...10...»Last »
