Last year left the U.S. in decent financial shape. Oil prices tanked and the U.S. dollar surged. Inflationary pressure is low, and the stock market ended the year strong. The…

Have you ever gotten a call from someone claiming to be with the IRS? If you haven’t been contacted via regular mail first, then it’s probably a scam. If the…

In December, Congress passed the federal budget for fiscal year 2015 at the last possible moment, avoiding yet another government shutdown. You have to wonder why this is such a…

After years of slow economic growth, has America truly recovered? Perhaps not for every single person in the country, but pride in Americana appears to have rebounded nicely. Take the…

There are many advantages to working past age 70, one of which is delaying monthly Social Security distributions so you can receive the highest monthly benefit provided for the amount…

The housing market continues to experience mixed results, depending on the area of the country and demographics. For example, while the home ownership rate for seniors is 80 percent, about…

Amending Irrevocable Trust Conditions in an irrevocable trust, including the appointed trustee (the controller of the trust), cannot be changed by the settlor (the creator of the trust). However, if…