Common sense can apply to mortgages
As seen in The Racine Journal Times | April 3, 2014 A couple of important rules went into effect at the beginning of January that may affect your ability to…
Navigating career change
As seen in the Racine Journal Times | March 6, 2014 Whether you have ever voluntarily (or involuntarily) left a job, everyone should be prepared for this life transition that…
Impact of work while collecting Social Security benefits
As seen in Racine Journal Times | February 5, 2014 Has anyone told you that if you work while collecting Social Security retirement benefits, you’ll lose part of your benefits?…
Too much of a good thing?
As seen in Racine Journal Times | December 31, 2013 Compared to 2012 or just about any other year, 2013 turned out to be one of the best years in…
Who’s your Marley?
As seen in the Racine Journal Times | December 4, 2013 This year marks the 170th anniversary of Charles Dickens’ “A Christmas Carol,” which depicts the transformation of Ebenezer…
Learning about the Social Security tax torpedo
As published in Racine Journal Times | November 7, 2013 One of the least understood aspects of Social Security income is how it’s taxed. Sometimes it’s known as the “tax…
When paying no income taxes is a bad idea
As published in the Racine Journal Times | October 3, 2013 I recently met with someone who was very proud that she had accumulated enough in her bank savings account…
When a will doesn’t matter
As published in the Racine Journal Times | September 5, 2013 Have you been divorced? Have you worked at the same company for decades? Have you owned a life insurance…
Why bonds lose value
As published in the Racine Journal Times | August 1, 2013 You may have been surprised in the past month when you opened your retirement or investment account statement to…
Long-term care: A family decision
As published in the Racine Journal Times | July 11, 2013 What would you say if I told you after age 60, you make worse decisions with your money? You…