Feb 5, 2016
The recent 2016 budget deal has significantly reduced two Social Security claiming rules for retires known as the Restricted Application and Voluntary Suspension (also known as File and Suspend). This is very complex. These changes could mean hundreds of thousands of...
Feb 4, 2016
A few weeks ago, we encouraged you to keep an eye out to see if Congress approves the tax extender allowing tax-free distributions from individual retirement accounts to charitable organizations. Congress not only approved it for 2015, but has made this tax provision...
May 26, 2015
We have all heard that a little knowledge can be dangerous especially when gifting money, and when people finally realize that they could lose their home and life savings to a nursing home, well they panic…and start giving all their money to the kids. They even maybe...
