Here you'll find articles, videos and some audios that I hope will be useful to you. If you see or hear anything that raises any questions, please contact me and I'd be happy to talk with you about your specific concerns. And please note that if you click on a website link within any of the posts that you'll be leaving this site.
Your home is likely one of your biggest investments. When it comes time to sell it because you want to right-size to better fit your lifestyle or you need to because work demands it, you'll need to take the tax implications into account:Read More
One of things that makes planning for lifestyle in retirement a bit challenging is the question of life expectancy. "How many years do I need to plan for?" you might ask. And the answer depends on how long you plan on being alive. And...Read More
A lot of people don't think a whole lot about taxes until we get to what we usually think of as tax season, those weeks that begin with the arrival of "Important Tax Documents Enclosed" and (sort of) end with the arrival of April 15th....Read More