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Guide to Helping with a Grandchild’s Education
College costs are escalating, even at public universities. USA Today recently described how the slowing economy is reducing donations to colleges and causing state governments to cut funding. The result is that tuition is climbing faster than ever – as much as 40% at some institutions. Students, parents, and grandparents need to maximize both their […]
Beating The Stealth Taxes
There are hidden income taxes. I call them stealth taxes. More Americans fall prey to these taxes every year, especially older or retired Americans. There are three main stealth taxes: the alternative minimum tax (AMT), the Pease tax (the itemized deduction reduction), and the PEP (personal exemption phaseout). These stealth taxes are in addition to […]
Tax Breaks from Retirement Activities
More and more retirees stay active. Some work or start businesses. Some have hobbies. Technology and other changes in the economy make it possible for more and more seniors to pursue avocations. But too many seniors overlook big tax breaks from these activities. Over the years I’ve driven through the horse country of Virginia many […]
How to Make Your Income Grow
Take a look at my new recommended portfolio. The Income Growth Portfolio is for those who can meet their current expenses with an income yield from their portfolios of 3% to 5%. But these investors are relatively young. They need the income and principal to grow over 15 to 30 years to keep pace with […]
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The Result of Market Change on Your Estate Plan
A new tax law isn’t the only reason to revisit your estate plan. Investment market changes and falling interest rates change the effects of many estate plans, often without their creators knowing the consequences. Here’s a guide to some the effects the changes of the last 18 months might have on your estate plan. The […]
The Advantages of Student Loans
Borrowing to cover some or all of your family’s college costs could be the smartest wealth building strategy for many of you – and it recently became much more attractive. While it is comforting to pay the expenses from income or savings, that might not be the best way to continue building your family’s wealth. […]
How to Boost Insurance Tax Benefits
Insurance products can be great tax shelters. Annuities and cash value life insurance have tax breaks sanctioned by Congress. But a price of the benefits is that there are a number of tax traps. It is easy to fall into one of these traps, and the result can be expensive. Even worse, an entire estate […]
The Right Long-Term Care Insurance Policy for You
Many of you should at least consider purchasing a long-term health care policy. In high cost of living areas, anyone with net assets between $200,000 and $2 million should take a look at the policies. In lower-cost areas, a lower net worth merits a look at the policies. That doesn’t mean each of you should […]
