- 11 Ways to Stay Sane in a Volatile Market
- 4 Things to do in the 4 Years Before College
- 5 MONEY GOALS FOR YOUR 50’s
- 6 FINANCIAL RISKS OF RETIREMENT
- 6 Myths About Social Security
- 6 Myths and Facts about Social Security
- AN INTRODUCTION TO TRUSTS
- Are Your Assets Safe With Your Broker
- Be Careful When Investing in a Covid-19 Cure
- Bitcoin – A Simple Explanation
- CARES Act: Retirement Plan Relief Provisions
- CHARITABLE GIVING STRATEGIES
- Coronavirus Aid, Relief, and Economic Security Act (CARES Act)
- Creditor Protections and Your Retirement Account
- Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trust
- Estate Planning Basics – Bypassing Probate
- Estate Planning Basics – Your Will
- Estate Planning Basics: Understanding Probate
- Ethereum – A Simple Explanation
- EVAN SHORTEN QUOTED IN MAINSTREET.COM
- Expansion of 529 Plans for 2018
- Facts About Medicare
- February 2022 – Economic and Market Update
- FINANCIAL STRATEGIES FOR YOUR 40’s
- Four Often Underestimated Retirement Expenses
- HIGH INCOME EARNERS AND ROTH ELIGIBILITY
- How to Deal with Conflicting Market Sentiment
- How to Deal With Low Rates and Rising Inflation
- How to Deal With Rising Rates and Rising Inflation
- How to Handle Market Volatility
- How to Prepare for a Potential Recession
- How to Rebalance Your Portfolio
- How to Rollover Your Retirement Accounts into Your IRA
- Increased Market Volatility in the Short-Term
- Inflation and Investing
- IRA and Retirement Plan Limits for 2018
- IRS Amends Health-Care Spending Rules under the CARES Act
- Is My IRA Safe From Creditors?
- Is Social Security Going Broke?
- MANAGING A FINANCIAL WINDFALL
- Market Declines Make Roth Conversions More Attractive
- Market Reaction – August 14, 2019
- Market Update June 2019
- Market Update June 2022
- Market Update May 2022
- Midterm Elections: What Do They Mean for Markets?
- Moving to a Different State
- Must Have Documents Before Sending Kids to College
- NFTs – A Simplified Explanation
- Our Thoughts on Holding Cash
- PODCAST EPISODE 1: VOLATILITY IN THE MARKETS
- PODCAST EPISODE 10: THE ESSENTIAL ESTATE PLANNING DOCUMENTS
- PODCAST EPISODE 11: COUPLES AND MONEY
- PODCAST EPISODE 12: THE BRITISH EXIT REFERENDUM (BREXIT)
- PODCAST EPISODE 13: AUGUST 2016 MARKET UPDATE
- PODCAST EPISODE 14: 529 ABLE SAVINGS PLAN
- PODCAST EPISODE 15: TAX-LOSS HARVESTING
- PODCAST EPISODE 16: PROTECT YOURSELF FROM FRAUD
- PODCAST EPISODE 2: ELDER ABUSE & EXPLOITION
- PODCAST EPISODE 3: PREPARING FOR TAXES
- PODCAST EPISODE 4: GIFTING STRATEGIES
- PODCAST EPISODE 5: GREECE & CHINA
- PODCAST EPISODE 6: SIX FINANCIAL RISKS OF RETIREMENT
- PODCAST EPISODE 7: MANAGING A WINDFALL
- PODCAST EPISODE 8: JANUARY 2016 MARKET UPDATE
- PODCAST EPISODE 9: HOW TO COPE WITH MARKET VOLATILITY
- Preparing for Taxes
- Required Minimum Distribution (RMD) Strategies for 2020
- SECURE Act 2.0 – What Took Effect in 2024 and What Didn’t
- September 2022 Market Update
- Social Security and High Income Earners
- Social Security Benefits Lose 30% Buying Power Since 2000
- Social Security Benefits Overview
- Social Security Episode 1: WORKING WHILE RECEIVING SOCIAL SECURITY BENEFITS
- Social Security Episode 2: IS MY SOCIAL SECURITY INCOME TAXABLE?
- Social Security Episode 3: SOCIAL SECURITY BENEFITS DO-OVER
- Social Security Episode 4: Spousal Benefits – What You Need To Know
- SUMMARY SHEET: COUPLES & MONEY
- Summary: Tax Cuts and Jobs Act of 2017
- Supplemental Health Insurance: Medigap
- Tax-Loss Harvesting (Repost)
- Tax-Loss Harvesting Before Year End
- Taxation of Investments
- The Coronavirus and the Market Correction
- The Coronavirus: Staying Healthy and Market Updates
- THE HOME STRETCH TO RETIREMENT: YOUR 60’s
- The Impact of Inflation
- The Importance of Tax-Free Income
- The Sandwich Generation: Juggling Family Responsibilities
- The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts
- The SECURE Act and Its Impact On Large Balance IRAs
- The SECURE Act and Sweeping Retirement Plan Changes
- The Secure Act and Your IRA
- There Is Still Time to Contribute to an IRA for 2018
- U.S. SUPREME COURT GRANTS CREDITORS ACCESS TO YOUR INHERITED IRA
- UNDERSTANDING IRA BENEFICIARIES
- Understanding Long-Term Care Insurance
- WE ARE IN THE HUFFINGTON POST – 6 FINANCIAL RISKS OF RETIREMENT
- WE ARE IN THE HUFFINGTON POST AGAIN – 5 MONEY GOALS FOR YOUR 50’s
- WELCOME TO OUR NEW BLOG
- What Rising Rates Could Mean for Your Money
- What You Need to Know About 529 College Savings Plans
- What You Need to Know About Retirement Planning
- Who Should I Designate as My IRA Beneficiary?
- Why Work With a Financial Advisor?
- Will Social Security Exist When I Retire?