Latest Articles

Retirement

• 9 Facts About Retirement
• Social Security: Maximizing Benefits
• Who Is Your Trusted Contact?
• Conquering Retirement Challenges for Women
• Deciding When to Take Social Security
• Women on the Rise
• Choosing a Retirement Plan that Fits Your Business

Estate

• Problems with Probate
• Four Steps to Valuing an Estate
• Intellectual Property and Your Estate
• Estate Strategies of the Rich and Famous
• Estate Management Checklist
• A Brief History of Estate Taxes
• Steps to Protecting a Child with Disabilities
• Yours, Mine, and Ours: Estate Strategies for Second Marriages
• A Living Trust Primer

Investment

• The Utility of Sector Investing
• The Anatomy of an Index
• Alternative Investments - Going Mainstream
• A Primer on Dividends
• A Taxing Story: Capital Gains and Losses
• Inflation & Your Money
• TIPS for Inflation
• How Stocks Work
• Mutual Funds vs. ETFs

Tax

• How Income Taxes Work
• How to Make the Tax Code Work for You
• Five Most Overlooked Tax Deductions
• Understanding Marginal Income Tax Brackets
• What's My 2026 Tax Bracket?
• Tax & Estate Strategies for Married LGBTQ+ Couples
• Filing Final Tax Returns for the Deceased
• What Do Your Taxes Pay For?
• Do You Owe The AMT?
• What Is a 1035 Exchange?

Money

• The Half Million Dollar Baby
• Buying vs. Leasing a Car
• How Big is Money?
• Making Sense of HSAs and FSAs
• What Can You Buy With 529 Distributions?
• Personal Finance Calendar
• What If Your Kids Decide Against College?
• Year-End Charitable Gifting and You