5 Keys Lessons to Investment Success
In this week’s Dollars and Sense segment, we talk about five key lessons to investment success in turbulent times. Always invest for turbulent times. Attempting to out-guess the market’s response to any event before it happens is a futile attempt at market timing and we know that it doesn’t work. The financial media is entertainment, […]
3 Overlooked Tips for Estate & Tax Planning
This week’s Dollars and Sense tip talks about three overlooked tips for estate planning and tax planning that you may not be aware of and could save you a bundle. We expound upon: The zero percent capital gains tax The income tax-free Roth conversion Taking advantage of the estate tax portability
2018 Social Security Cost of Living Adjustment
On this week’s Dollars and Sense, we discuss how your Social Security election might affect your Medicare premium – and even your income taxes – when you’re retired. The Social Security Administration announced that the Cost of Living Adjustment (COLA) will increase by two percent in 2018. Last year, it went up less than one […]
What is your plan to reduce your income tax?
What is your plan to reduce your income tax? Taxes are far and away the greatest expense most will have in their lifetime. The good news is that most retirees can be very intentional about the taxes they pay, especially in that “sweet spot” between retirement and age 70. That “sweet spot” can provide tremendous […]