Rethinking HSAs and Retirement Planning
LEXINGTON Perhaps you have seen the articles stating the rule-of-thumb that a 65-year-old healthy couple can expect to spend about $250,000 on healthcare over the
ISSUE 155: Special Section
LEXINGTON Perhaps you have seen the articles stating the rule-of-thumb that a 65-year-old healthy couple can expect to spend about $250,000 on healthcare over the
When you were a child, did you ever play a popular board game called The Game of Life? It simulates a person traveling through life,
This past year, Halloween was barely over when House Republicans introduced their version of tax reform with the goal of getting something into law before
What’s the first thing that pops into your mind as you look back on 2017? Was it a good year? A bad year? A so-so
The college choice decision is one of the most stressful, and arguably, one of the most significant financial decisions that a family will ever need
Nearly everywhere I turn these days, I run into someone who has either begun to care for their aging parent or are fearful that they
“Cram them full of non-combustible data, chock them so damned full of ‘facts’ they feel stuffed, but absolutely ‘brilliant’ with information. Then they’ll feel they’re
I once heard about an old CPA who, after presenting a completed tax return to his client, said, “Don’t read the {expletive deleted} thing, just
Once upon a time, the most widely-used investment textbook was Graham and Dodd’s Security Analysis. Still relied upon, it was actually that book that my
If you are like most people with charitable intent (lawyers call it eleemosynary intent), you write checks to charities of your choice each year and
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