How Much Money Should You Give Your Children as an Inheritance?
“Part of the reason for believing that my wealth should be given back to society,…
SFSMay 26, 2016
Protect Yourself from Financial Avalanches
All too often you hear the unfortunate story of a backcountry skier, snowboarder, or snowmobile…
SFSApril 5, 2016
IRA Charitable Donations Are Back…and This Time They Are Here to Stay!
For those of you over age 70 ½, a very beneficial tax law is back…
SFSFebruary 22, 2016
Social Security Changes
With the stroke of a pen, a favorite Social Security filing strategy has been taken…
SFSDecember 7, 2015
Year-End Tax Tips
As the end of 2015 approaches, here are some year-end tax tips that may help…
SFSDecember 3, 2015
Medicare Open Enrollment
Medicare open enrollment is right around the corner. If you are already using a Medigap…
SFSOctober 29, 2015
Considering Retirement? Answer 3 Questions
If you heard that the prestigious Massachusetts Institute of Technology (MIT) did extensive research in…
SFSAugust 17, 2015
Indexing: Best Thing Since Sliced Bread?
There has been a lot of buzz lately about indexing, and for good reason. Statistics…
SFSJuly 28, 2015
Financial Four-Letter Words
There are some four-letter words that cause parents and financial advisors to cringe. Unfortunately, you…
SFSMay 20, 2015
IRA Rollover versus 401(k)
If you have ever left a 401(k) at a previous job, you are probably wondering…
SFSMarch 18, 2015