Healthy pessimism?

Recently, my family and I saw the Disney movie, “Tomorrowland.”

Grandparents can help pay for college

Next month my son will graduate from high school and move on to the University of Arizona. Go Cats! My wife is busy getting his senior pictures taken, the announcements put together, and party plans drafted.

Beating Uncle Sam with tax-free growth

As a CPA, I have spent the last three decades helping people to pay the least amount of taxes legally allowed by law.

Switching Gears in Retirement

In searching for investment options, would you rather have—high return or low return? High risk or low risk? Liquid or illiquid?

Tease photo

What is Medigap and how can it help me?

Seniors should know more than “how do I sign up for social security.” They need to understand the importance of Medigap insurance to cover extra medical costs.

Tease photo

SSDI vs. SSI: What's the difference?

Two popular government programs exist to help persons who are disabled or who have low incomes and limited resources. Compare the differences between SSDI and SSI here.

Tease photo

How online social security statements work

These days, you can check your social security earnings and print statements from the comfort of your own home. Find out how to sign up for social security statements online.

Tease photo

The step by step 411 on signing up for social security benefits

Applying for Social Security benefits is easier than ever before. Gone are the questions and confusion of how to receive benefits.

Tease photo

The importance of social security for senior women

Women aged 62 and over receive 60 percent of Social Security benefits paid in the US.

Tease photo

Scam alert! Keeping your social security benefits safe from scammers and thieves

Find out what the most common social security theft scams and keep yourself alerted to the actions of those who’d seek to defraud you.