Retirement Articles
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How To Really Beat Index Funds
Have you given up trying to beat the stock market indexes? Are you tired of actively-managed funds that tarnish their sterling performance records as soon as you invest? If so, you might be thinking of putting some or all of your stock investments in index funds. But why settle for only index fund returns? You […]
Strategies for Year End Tax Savings
Tax planning always is trickiest for senior Americans. And it will be especially tricky this year. The tax law has a number of traps designed specifically to get seniors. The biggest trap is the tax on those Social Security benefits that used to be tax-free. If your adjusted gross income exceeds $32,000 ($25,000 for single […]
The Attack On Seniors’ Health Care
These days you hear a lot of politicians talking about “saving Medicare” and offering seniors additional health care benefits, such as free prescription medicine. But take a look at what the politicians are doing instead of what they are saying. Then you’ll see that many of these same politicians are reducing seniors’ health care options […]
Is A Paid Up House Right For You?
Not too long ago, debt was an asset. With high tax rates and deductible interest, debtors bore only a small portion of the interest expense. And with inflation high, it made sense to buy an appreciating asset with debt and pay back the debt with dollars that declined in purchasing power each year. The best […]
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What A Will Can And Cannot Do
A will is one of the simplest yet most powerful documents you can write. A will can decide what happens to valuable property, even billions of dollars worth. It can decide who becomes the guardian of minor children, who controls a business or other entity, and how much of your wealth goes to the government. […]
Medicaid Nursing Home Strategies
Many of you have seen those seminars or publications on shifting assets to qualify for Medicaid’s nursing home coverage. I know, because you send me questions about them. Here is a guide to those strategies and the angles you need to consider before pursuing them. Medicare, the program to assist seniors with health care, covers […]
Tips on Handling Uniform Gifts to Minors Account (UGMAs)
I’ve been hearing a lot from parents and grandparents who set up Uniform Gift To Minors Act accounts for the youngsters and now have second thoughts. The problem with these accounts, as I’ve reported in past visits, is that once the child hits age 18 (21 in some states), the account is all his. There’s […]
Buying vs Leasing Your Next Car – Pros and Cons
The peak car-buying season is drawing to a close. That means prices are being cut and incentive deals are being offered for purchasing or leasing many cars. These deals come after most manufacturers actually lowered suggested prices last year. Values abound in the car world, but that’s no reason to leave cash on the table. […]
