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In my article about Stretch IRA's, I wrote about two key provisions that can allow your beneficiaries to 'stretch' out your IRA, giving your assets the

On November 2, 2015 when President Obama signed into law the Bipartisan Budget Act of 2015 as voted for by our Congress, two Social Security claiming strategies

In a recent edition of the Beyond the Number$ newsletter from Bowers Private Wealth Management, you likely read the article discussing some year-end tax

Clients often ask me for advice on how to help their kids get off to a great start and many of my younger clients ask for guidance about getting their own lives

In a recent series of posts about Inherited IRA's, I wrote about various planning options that one might have when an IRA is passed on to you as the

Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial

Minimizing Taxes of Highly Appreciated Assets

If the value of your stocks, bonds, or other capital investments has increased substantially, steps that can be

In a recent series of blog posts, I covered some basic tax planning concepts.  You can read part one of the posts by clicking here, and you can read part two by

Planned Charitable Giving

Standard donations or "checkbook giving" to charities or favorite causes are often tax deductible, but planned charitable giving

This is the second part of a featured article from a recent Beyond the Number$ newsletter from Bowers Private Wealth Management.  The article places its focus

In my efforts to provide you with information that you can use, I wanted to feature an article from a recent Beyond the Number$ newsletter, from Bowers Private

This is the third and concluding post about some options you might have if you inherit an IRA or benefit from an employee sponsored benefit plan.

If you're a