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Weekly Column

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...

Real Estate Market Values Always Local

What investment asset class grabs the most attention of the average American? My guess is that it isn’t the stock market, but a category many people don’t even think of as an investment—the local real estate market. While I don’t have data to back up this...

The Good Deal Exemption Is No Joke

Watch this video on YouTube In the business of selling financial products, the “good deal exemption” may be one of the most widely used “rules” most people have never heard of. You can’t find it in any rule book or statute. Even Google has...

Unintended Consequences of High Taxes on the Rich

Watch this video on YouTube Two types of tax increases are being promoted by several presidential candidates and members of Congress. The less common idea, which I wrote about recently, is a wealth tax on net worth. The more common proposal is a significant increase...

How to Explore Your Relationship With Money

Watch this video on YouTube Most of us would probably agree that money skills are 21st Century survival skills. The late financial futurist, Dick Wagner, CFP, contended that money is the most powerful secular force on the planet. Yet, even with all the importance we...

Capitalism and Its Critics

Watch this video on YouTube Is capitalism broken? Increasing numbers of Americans, particularly younger adults, seem to think so. This idea is part of the motivation for those who, as discussed in last week’s column, are turning toward socialism. An Axios poll...