The Gift Tax
There are a lot of things to worry about in life, but the gift tax probably isn’t one of them. The gift tax is a federal tax applied to transfers …
Financial Planning
Life insurance is not for saving
Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending thousands of dollars a month on life insurance premiums, at …
Bestselling book’s financial promises don’t add up
Pamela Yellen’s New York Times best-seller, “Bank on Yourself,” made a splash by promising to help people build their wealth even as their investments were losing value. In the aftermath …
Bestselling book’s financial promises don’t add up Read More »
