President Trump recently floated the idea of a 50 year mortgage as a way of making homebuying more affordable. The Treasury Department indicated that the idea is probably a nonstarter, and the general sense is that it's not a good idea. OK, but why? Some history: as part of the New Deal, Congress established a mechanism by which the government would guarantee mortgages, eventually leading to the Fannie Mae and Freddie Mac we know today and crucially, more homes got built. So

Your handy guide to the 2026 numbers you need

I can't help but notice that there's a creeping assumption that we are ashamed of ourselves, all the time. Clients will sometimes tell me...

Giving or receiving a gift? Wondering about taxes?

Tariffs are back in the headlines now that Donald Trump is the president-elect. He's a vocal fan of them and made a big deal about...

Here they are, the numbers you need from the IRS to plan ahead for next year. Remember that the below applies to money you earn starting...

Well, it took a long time, but we finally have an answer on what will be required when you inherit an IRA from anyone but your spouse.

“Why should I hire an advisor?” is not a question I get a lot, actually. But people as it (like here) and the answer is often “you don’t!...

April is financial literacy month. Financial literacy is a bizarrely controversial topic.

Here they are, the numbers you need from the IRS to plan ahead for next year. Remember that the below applies to money you earn starting...

How often do banks fail? There have been 512 bank failures since 2009. Is that a lot?

An area of financial planning that is especially complicated is what happens when you inherit someone’s retirement assets, meaning their...

Here they are, the numbers you need from the IRS to plan ahead for next year.

Think of an amount of money. An amount that would let you leave a job and on the way out the door, tell everyone just what you think of...

There’s going to be a lot - and that’s saying something right now - of turbulence in the markets tonight and tomorrow. Here’s why:The...

Continuing the theme of taxes (tis the season, after all), let’s explore what you need to know about your kids and their taxes.

This time of year brings forth to our inboxes a multitude of documents we’ll need to prepare and file our tax returns. There are so many! An

Here they are, the numbers you need from the IRS to plan ahead for next year. Remember that the below applies to money you earn starting Jan

If you heard a cheer in the far-off distance last night, it was probably me and my advisor friends expressing a collective sigh of relief th

In a few weeks, most American families with children will begin receiving advance payments of the 2021 Child Tax Credit.