The patchwork of government programs for adults with disabilities, and their varying eligibility rules, create complications and traps. But more financial planners are aiming to help. There are good reasons this is a growth area for planners. The number of children...
Living and investing overseas can create advantages when it comes to your U.S. tax burden. To benefit from those advantages and avoid costly mistakes, you need to understand how U.S. tax rules apply to expat Americans. Here’s an overview of things to know to help you...
A question that is often asked is “Can I contribute to both a 403(b) and 457 plan?” The answer is yes. If your employer offers both, you can contribute to (and max out) both. It is becoming more common for higher education faculty members to postpone their retirement....
College acceptances are in hand. Now comes the hard part: before a May 1 decision deadline, students and their families must figure out how much each school would actually cost them and which they can afford. When Maddie, an aspiring architectural engineer, was a high...
These days, many seem to be critical of what they perceive as excess wealth. As I discussed in “More Self-Control Leads to Wiser Spending, Not Less Spending,” there is value in being careful with your purchases, even when you have enough in savings you could afford to...
Recently, I received an email from a reporter that read in part: “I’m writing a quick story for today on the billionaire Mitchell Rales, who donated $1.9 billion to his Glenstone Foundation in Maryland (art museum where he lives) and I would like to get an...
