A written financial plan may help reduce fear of the unknown

According to a Bankrate.com Money Pulse Survey dated Feb. 18, running out of savings and the ability to pay for health care costs during retirement continue to be two of the top concerns of people over the age of 50.

When will the volatility end?

A few years ago I had the opportunity to visit my childhood elementary school. I attended this school from third to fifth grade and hadn’t been back since.

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?

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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.

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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.

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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.

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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.