The average federal income tax refund in 2019 was $2,725, down a bit from 2018. The question for many of us becomes how best to spend that mon…

The United States has provided about $6 trillion in total economic relief to the American people during the coronavirus pandemic, including th…

We reviewed last week the methodology used to calculate the amount of one’s Social Security benefit, but another important aspect of Social Se…

In counseling clients concerning their financial planning strategies, I insist that every person have a will. A will is a legal document, gove…

Do you ever wonder how your Social Security benefits are calculated? The first thing to remember is that the Social Security retirement benefi…

Every year about this time, my dear wife is in the process of gathering all of our tax-related documentation, and she asks the same question e…

If you have children and are considering remarriage, your new marriage will be a blended one since there will be children from a previous marr…

The requirements to establish a health savings account are:

I was astounded recently when I discovered that the total of all outstanding student loan debt is now in excess of $1 trillion. To make matter…

Early in his career on Wall Street, John Bogle was a strong proponent of active investment management and such proponents of this approach bel…