Parents, aging, and finances. Talking about aging with parents can be one of those difficult conversations we want to put off for another day. Like other difficult conversations, though, avoidance …
Estate Planning, Opioids and Addiction
Estate planning, opioids and addiction: Addiction is one of those common issues everyone thinks is uncommon. But if it was talked about more, more people would realize addiction is a widespread …
The Ideal Retirement Plan: It’s About More Than Money
The ideal retirement plan: it's about more than money. I knew a man who couldn’t wait to retire from his government job. With a few decades of hard work and wise money decisions, he was able to …
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The ABCs of Behavioral Economics
The ABCs of Behavioral Economics: This article was originally published in NAPFA Advisor magazine. Behavioral economics, with its long lexicon of “biases,” has enjoyed great popularity for a couple …
Inflation Relief: Florida 2022 Sales Tax Holidays
Inflation relief: Florida 2022 Sales Tax Holidays. In inflationary times, every bit of savings can help. Florida sales tax runs anywhere from 6% to 8%, depending upon the county where you are making …
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