17 Jan Real Estate Investment Trusts and you
A look at whether REITs belong in your portfolio....
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16 Jan Should I refi after the tax plan?
Why refinancing a mortgage isn't always the way to go. ...
16 Jan Penalties, lookbacks and gifts for Medicaid
Understanding the impact of gifts on Medicaid eligibility....
15 Jan Double taxation for some IRAs
A look at the tax treatment of inherited IRAs with the new tax bill....
15 Jan The tax bill and medical expense deductions
How medical deductions change with the new tax law....
12 Jan Should we get long-term care insurance?
Long-term care insurance can protect your assets....
12 Jan Is a nursing home a deductible expense?
The new tax plan doesn't change medical deductions - yet....
11 Jan Is a gift better than an inheritance?
Understanding how tax consequences change for your beneficiaries....