(Don’t miss your chance to sign up for the Marriage and Money MD Conference which starts today! Attendance is free, but registration is required. There will be 20 CME credits available. Tomorrow I will discuss: Your Spouse is Your Greatest Financial Asset. My discussion on Divorce Proofing Your Marriage and the Q&A sessions with the speakers will … Read more
(Don’t miss your chance to sign up for the upcoming Marriage and Money MD Conference November 15-17. Attendance is free, but registration is required. There will be 18 speakers and 20 CME credits available. You don’t want to miss my two lectures. I will be speaking on Your Spouse is Your Greatest Financial Asset during the conference, … Read more
Every week I find a few great articles I feel are especially valuable. Following are this week’s best. I hope you find them as useful as I did. This week’s favorites include the cost of waiting to buy disability insurance, a love letter to your spouse so he/she will know what to do with the … Read more
Have you ever wondered which would be better for you; a CPA or a Tax Attorney? I know I have had that concern, especially when the IRS contacted me and demanded I pay $60,000 of additional taxes. I knew my taxes were correct, but how do I fight the IRS so they don’t inappropriately get … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include the unspoken risks of not retiring early, the key to tax-free wealth accumulation, five financial truths … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include investing for seven generations, are real estate tax advantages going away under Biden, why good savers … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include money can’t buy happiness but…., the double penalty a widow pays, legal steps to take after … Read more
(Just to be clear, this is not an April Fools Joke) Recently Tesla announced they had purchased $1.5 billion in bitcoin and will soon be accepting bitcoin as payment for automobile purchases. Some high income earners have speculated in bitcoin and are contemplating making their next car purchase using bitcoin. Before you make that move, … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include are private equity firms just another predator introduced into the medical ecosystem, a clever way to … Read more
One very lucrative way to sequence your distributions in retirement is to take money first from taxable savings and brokerage accounts; leaving the money in your retirement accounts to continue growing tax deferred or tax free (Roth). This is beneficial because taking money from taxable accounts requires you to pay taxes on the gains. The … Read more
