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Yearly Archives: 2018

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  2. 2018

LTCI Glasses

Long Term Care Insurance: Still Worth It, If You Have Your Eyes Wide Open

Long Term Care, retirementBy February 14, 2018

For years I have been a big believer in the value of long-term care insurance. Many of you will live into your 90s. At some point it is reasonable to think you may need help.

Nest-Egg-Retire

This Free Calculator Could be the Secret to Retirement Planning Success

retirement, savingBy February 7, 2018

How much you manage to save for retirement, and how you choose to invest your retirement savings play big roles in determining how comfortable your retirement will be.

New Tax Law Could Deliver a Nasty Surprise a Year From Now. Here’s How to Protect Yourself

UncategorizedBy January 31, 2018

I know many of you expect the new tax laws will reduce your federal tax burden. But I have to tell you that there is a risk that when you file your 2018 tax return in early 2019 you could find yourself owing more than you thought.

Interest Rates Charts

2018 is the Worst Year Since 2018 to Carry Credit Card Debt

credit cards, Stocks/Bonds/ETFsBy January 24, 2018

If you just overdid it on the holiday spending, please do your very best to buckle down and pay off the balance as quickly as possible to avoid rising interest rate charges.

tax house

Lesson from the Tax Bill: Never Invest Based on Taxes Alone

UncategorizedBy January 17, 2018

The new federal tax bill punishes homeowners in regions where home prices and property taxes are high, such as many parts of Massachusetts, New York, New Jersey, Connecticut, California, and Washington, D.C.

gift_card_cash

Use Gift Cards to Really Give to Yourself. In a Meaningful Way.

debtBy January 10, 2018

If you received some gift cards this past holiday season that you’ve yet to use, let me ask you a question: do you really want or need more stuff?

What You Need to Know About your 2018 Taxes

UncategorizedBy January 3, 2018

Unless you were completely tuned out at the end of last year, you know that Congress passed a controversial bill that upends all sorts of tax laws.

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