Episode 268 - The recent death of Senator Dianne Feinstein has brought attention to the dilemma faced by blended families. Life insurance can be a great tool to help smooth over some rough patches.

Episode 267 - There’s bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we realize? Here are some reasons to celebrate.

Episode 266 - Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned.

Episode 265 - Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem?

Episode 264 - It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?

Episode 263 - The program 60 Minutes recently took on the problem of overpayments by the Social Security Administration, and raised some interesting points.

Episode 262 - The “Sandwich” Generation, people taking care of both parents and children at the same time, are subject to some unique challenges.

Episode 261 - The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now.

Episode 260 - This being the holiday season, many of us have turned some of our attention to charitable gifts. The IRS has recently published some guidelines to help spot the difference between a real and a fake charity.

Episode 259 - The IRS further delays implementation of the rules related to the issuance of Form 1099-Ks to gig workers and independent contractors.