Tag Archives: Taxes

The New Tax Forms You Need to Know

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Now that tax season has kicked in, prepare for some pretty big changes on your 2019 tax forms. You may even wind up filling out a new version of the 1040 specifically for people 65 and older. And the W-4 withholding form from employers has been complet… Continue reading →

Edie Windsor’s ‘Wild and Precious Life’

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In 2013, the United States took a major step forward in the fight for marriage equality, thanks in large part to the determination — and courage — of the late Edie Windsor. The New York City-based octogenarian was the lead plaintiff in a landmark Supre… Continue reading →

Your 2020 Personal Finance Calendar To-Do List

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The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. We happily hang a colorful 2020 calendar, jot down birthdays, upcoming vacations, and other future events. My guess is, however, you do… Continue reading →

The Longevity Economy: Gigantic and Getting Bigger

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As a new decade and year are about to begin, professional forecasters are, of course, going through the exercise of guesstimating the future course of the markets and U.S. economy. From what I’ve seen, they’re generally expecting the record-breaking U…. Continue reading →

After $0 Brokerage Fees, Which Other Financial Products and Services Will See Costs Drop?

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Recently, Charles Schwab, TD Ameritrade and E*Trade eliminated trading commissions on stocks and Exchange Traded Funds. Can you expect to see $0 fees and commissions coming soon for other financial products and services? Below is a look into the crysta… Continue reading →

4 Myths About Retiring Abroad

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Having retired abroad almost a decade ago, we can attest to the many benefits of retiring in another country, from lower living costs to better weather to less stress. But many people fear retiring abroad because they believe four myths. We’d like to e… Continue reading →