Maximizing donation tax advantages: Recently I answered a reader's question on this topic at Robert Powell's Retirement Daily website. (Link:) …
Why am I getting a Tax Form 5498 in May?
Why am I getting a tax Form 5498 in May?You may be receiving a Form 5498 in May If you have a Health Savings Account, a Roth IRA, or other IRA. It might seem like you just got done receiving and …
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Guest Rap Song Post: It Won’t Go To Zero
Guest rap song post: It Won't Go To Zero. In early 2010, Ken Robinson, JD and Certified Financial Planner in Ohio, produced a funny rap video with a serious educational message: "It Won't Go to Zero." …
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A Buckets Approach To Retirement Income
A buckets approach to retirement income: One of the most common questions financial planners receive from pre-retirees is, "What's the safest way to give myself a paycheck once I quit …
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Minimalism, Kakeibo and Happiness
Minimalism, Happiness and Kakeibo: Minimalism trends have been around at least a decade. They contributed to the rise of the FIRE (Financially Independent Retiring Early) movement, where 20- to …
