You Can’t Make Me! RMDs and Your IRA
Americans tend to be a pretty independent bunch. You can’t tell us what to do! Like with trans-fats in food: we didn’t even know what...
Marshmallows, Medicare Part D, and the Roth IRA
We’ve all heard about the marshmallow experiment that examines the benefits of delayed gratification. The Roth IRA is a study in delayed...
An Easier Pill to Swallow – Proposed Changes in the HSA and Over-the-Counter Medicine Rule
A Health Savings Account (HSA) is a tax-advantaged medical savings account you can contribute to and draw money from for certain medical...
Don’t Burst Your Balloon – Inflation and the CFP® Exam
You can expect a few inflation-related questions on the CFP® exam. Let’s discuss the concepts you need to get the points then briefly...
Ten Tips on Conquering Financial Information Overload
“Enough is as good as a feast.” Mary Poppins “Everybody gets so much information all day long that they lose their common sense.”...
Rocking Chair Retirement – How to Set Up an Online Social Security Account and Retire from Home
Do you feel as if you don’t have enough user ids and passwords to remember? Just kidding – it’s true that most of us are drowning in...