Tax-Free Investing for Those Fearing a Tax Hike
A recent article in the Wall Street Journal described a new investment trend: “Wealthy Americans eyeing potential tax increases are helping drive …
Portfolio Rebalancing in Later Life
One of my favorite “niche” areas of content development work, in addition to personal finance topics for military families and financial educators,…
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Beyond Legal Documents: Planning Strategies for a “Good Ending”
When people hear the words “estate planning,” their first thought usually turns to legal documents: wills, living wills, powers of attorney, trusts…
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Who Knew? Ten Lesser-Known Money-Saving Tips
Each summer, AARP Bulletin publishes a 99 Great Ways to Save article with money-saving ideas. As a financial educator who has taught budgeting an…
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