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Seniors Carry More Debt Into Retirement
Many seniors are carrying debt in retirement, representing a serious problem for some. Let’s discuss good debt ...
7 Things You Need to Know About Inflation, Social Security, Motor Oil, and More
Periodically, we publish an article that touches on a variety of topics we think you need to know about. Here’s...
How to Pay 0% Tax on Capital Gains Pulled from a Brokerage Account
It is possible to pay 0% capital gains tax on long-term investments. Learn how this thirty-something entrepreneur mad...
Millennials Financial Struggles…And Successes
Millennials often get a bad rap. Yet despite their financial hurdles, new research shows they may be on track to surp...
Federal Reserve Update: Rates Remain Unchanged
The Federal Reserve has spoken: interest rates remain unchanged (for now). Here’s what it means for investors.<...
Real Estate Roundup: Feeling the Impact of Higher Rates
Here are some factors affecting the U.S. commercial real estate market and the residential side of the market, as wel...
Tax Treatment of Home Energy Rebates
The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by states, w...
Is Downsizing Your Home the Right Move?
As you near retirement, you need to consider how your cash flow will change. Where you want to live is one of the mos...
Mea Culpa!
Think retirement is boring? Think again. Here’s what I learned after spending one week in Florida (and how it m...