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Background Roth conversion strategies have garnered an almost mystical reputation. On the one hand, they can be one of the Continue Reading

 Computershare: Nightmare-like service If you have ever dealt with Computershare, then you may have experienced subpar customer service. I have Continue Reading

Qualified Charitable Distributions (QCDs), Donor-advised funds (DAFs), and More Charitable giving is a multi-dimensional topic. While I highlight many of Continue Reading

Background Social Security (SS) is often the single largest asset one has in retirement. Even for those where SS is Continue Reading

Missing cost basis: Background Are you missing the cost basis for an asset you are considering selling or have already Continue Reading

  After years of near-zero interest rates, it is no surprise many people have left cash sitting around their checking, Continue Reading

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading

Note: Please see my video discussion of this topic below or other videos on my videos page. You may also Continue Reading