Episode 198 - The Inflation Reduction Act of 2022 provides long overdue healthcare relief to seniors and retirees.

Episode 197 - In the past year or so, the Great Resignation has evolved into the Great Reshuffling. But what happens to your Social Security if you retire and then decide to go back to work?

Episode 196 - Single parents must have their financial house in order, through insurance, financial and estate plans, to ensure that they protect their sources of income, existing assets and their children.

Episode 195 - Estate and gift taxes are financial considerations only for the wealthy, right? Maybe, maybe not! It depends!

Episode 194 - The problem of identity theft has grown more severe in recent years. As the IRS recently said in its Taxpayer Guide to Identity Theft, there are steps you can take to protect yourself.

Episode 193 - How much do people really know about their 401(k)? The latest research is not encouraging.

Episode 192 - On August 16, 2022, President Joe Biden signed into law the Inflation Reduction Act of 2022 to expand affordable healthcare and combat climate change. It did not materially impact income and estate tax planning.

Episode 191 - Section 529 plans have long been a common method for a grandparent to help fund college expenses. And a new rule could make them even more popular.

Episode 190 - Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.

Episode 189 - While Roth IRAs are very attractive because of tax-free growth and tax-free qualified distributions, there are many considerations when deciding to convert a Traditional IRA to a Roth IRA.