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
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
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
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