A Gender Gap You Can Do Something About – Your Financial Wellness

March 29, 2016

A GENDER GAP YOU CAN DO SOMETHING ABOUT – YOUR FINANCIAL WELLNESS A company called Financial Finesse has a report out offering more evidence that women continue to lag men in their saving, investment and other financial wellness categories. The good news for women is the gap appears to be closing, and in some areas…

Social Security Benefits Loophole Closing Soon

March 1, 2016

It’s “Bye-Bye” for Many Social Security Benefits | Still Time for Others A common loophole used by millions to increase their Social Security earnings will disappear May 1. Whether you can still take advantage of it in the next two months depends on two things you can’t control – your age and the age of…

Tax Code Changes for 2016 and Obamacare Penalties

February 1, 2016

TAX CODE CHANGES FOR 2016 AND OBAMACARE PENALTIES As is always the case with the IRS, there is good news and bad news with changes to the tax code for 2016. But unlike the rollercoaster of a stock market ushered in with the new year, the tax code changes are mostly minor, a reflection of…

Make Resolutions You Can Keep for Your New Year’s Financial Plan

December 30, 2015

MAKE RESOLUTIONS YOU CAN KEEP FOR YOUR NEW YEAR’S FINANCIAL PLAN One of my New Year’s resolutions is to play a solo piano concert at Carnegie Hall. This has zero chance of happening and has about as much value as most of the New Year’s resolutions we make, which is NONE. I made up this…