This morning I was on KTVU Mornings on 2 discussing how many retirees are shocked about how much they are paying in Medicare premiums AKA IRMAA.
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If you were laid off, here are key financial steps to take right away, including reviewing health insurance, applying for unemployment, updating your budget
Yesterday, my son Kai went to his best friend's national letter of intent at his school. (Gradulations Jacob). For him and thousands of other families across
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Are you taking too much risk as you approach retirement? If you’re within 10 years of retirement—or already retired—this conversation is especially important.
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Heading into retirement, many people think they will be in a lower tax bracket. But then they realize once they receive their Social Security that they have a
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While earning a paycheck is exciting, it can also be an excellent time to consider opening a Roth IRA and contributing a portion of their summer earnings.
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Many retirees dread the day they reach the age when they must begin taking RMDs (Required Minimum Distributions).
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My mother wanted to get everything in order and finally set up her trust and estate plan. I referred her to an estate planning attorney who created her trust
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Let’s be honest. Most of us start gathering our documents to file taxes at the end of January and into February, schedule a time with our tax professional, and
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