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Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.

We do our best work when we are a lifelong financial advisor to the client.

Sophisticated tax planning can be effective at any age. However, with great complexity comes great opportunity.

Social Security has a number of flaws, to which these static tax brackets can be added.

If you have received a projection from your company which included a lump sum offer that you were interested in taking, you may want to analyze it again.

What does Schwab do when your Donor Advised Fund has insufficient funds for a recurring grant?

The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget.

To avoid getting issued an IRMAA, you can proactively tell the SSA of any changes your income has seen in the past two years using a “Medicare Income-Related Monthly Adjustment Amount – Life-Changing Event” form.

Every day, we voters and the government have the chance to free our children from this burden.

With the help of Yahoo Finance and a one-cell formula, you barely need to do any work.

It is perfectly fine for you to underspend your assets. You don’t need my permission, but you have my blessing anyway.

The IRS has very limited case law on what constitutes a substantially different fund. However, here is what we do in our own trading.

As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”

You may be surprised by the amount of subsidies you can receive.

I share this story here in case others in a similar situation may benefit from seeing this example.