Having “The Talk”: Another Awkward Holiday Dinner Conversation
Nov15

Having “The Talk”: Another Awkward Holiday Dinner Conversation

Have you had “the talk” yet?  Ya’ know, the really awkward conversation we all dread?  I’ve thought about having it during our Thanksgiving dinner, but I just don’t know how to begin. They’re so young…maybe I can wait a little while longer. I mean, really, how many their age are actually doing it? Of course, I’m sure you know “the talk” I’m referring to: a discussion...

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Estate Planning for Really Smart People
Mar28

Estate Planning for Really Smart People

I’m not a dummy, so I avoid that aisle of the bookstore. You should, too. Let’s concentrate on what really smart people would do instead. If you’re an exceptionally brilliant person who just happens to know less than you should about estate planning, I’ve written this piece for you. Estate planning is a complicated field, but at a basic level there are only a few important items to understand. Luckily, understanding estate planning is...

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Unplug Grandma’s Life Support…Quick! Inherited IRA rules changing?
Feb29

Unplug Grandma’s Life Support…Quick! Inherited IRA rules changing?

Why You Might Have the Awful Hope That Grandma Dies This Year. According to this Wall Street Journal article, Congress is toying with the idea of getting rid of (or at least seriously modifying) Inherited IRAs. Here’s why you should care: getting an inherited IRA is like winning the lifetime income lottery.   What is an Inherited IRA?   An inherited IRA is just what it sounds like – it’s an IRA that you didn’t start, i.e.,...

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