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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

Recently I posted about some options you might have if you inherit an IRA or benefit from an employee sponsored benefit plan.  As promised, here are a few

What are my options if I inherit an IRA or benefit from an employer-sponsored plan?

If you don't want the money, you can always disclaim (refuse to accept)

No matter what your level of income may be, nearly everyone has had some experience with 'Lifestyle-creep', where your expenses just seem to keep creeping up

A couple of days ago, you saw my post about a basic tax planning concept.  If not, you can click here to find it. 

As promised, I wanted to share another basic

Over the next several days or so, I am going to share two basic tax planning concepts that were featured in the monthly "Beyond the Number$" newsletter of