Latest articles by Mike Piershale, ChFC
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Caring for Your Aging Parents: How to Prepare
Long-Term Care Insurance The time to get ready is well before the time comes. Here's how to approach some important talks and what you need to cover.
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Is Downsizing in Retirement Right for You?
retirement A smaller home, with fewer possessions to weigh you down and lower bills to boot: What's not to like? For many folks, downsizing makes a lot of sense, but there are a few points to consider.
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Avoiding the 50% Penalty on Overlooked RMDs
IRAs You're busy enjoying retirement and you just plain forget to take your required minimum distribution. Or you do the math wrong. It could be a costly mistake. Here's how to fix it.
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Senior Marriage and Social Security: Rules to Know
social security Romance aside, you may want to delay your wedding date (or divorce, if that's the case) to get the best Social Security benefit possible.
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3 Ways to Make Money in Company Stock
investing If your company offers you the opportunity to invest in its stock, it could come with some significant tax benefits and growth prospects.
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A Healthy Way to Increase Your Retirement Savings: HSAs
retirement If you don't like paying taxes, health savings accounts could be a way to save for your health costs… and for retirement, too.
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A ‘Simple’ Idea to Save on Taxes
taxes For small-business owners (and their employees) SIMPLE IRAs can be a slam-dunk at tax time.
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Can You Cut Taxes You Pay on Your Social Security?
retirement If you have a moderate or low income but earn a lot in interest and dividends from investments that you don't need for living expenses, here is one way you may be able to lower your tax bill.
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How to Save Big on Taxes in ‘The Goldilocks Zone’
retirement The five-year period from age 65 to 70 offers a unique opportunity for many to potentially save tens of thousands through Roth IRA conversions.
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One of the Best Ways to Give to Charity
Tax Breaks Donate stocks instead of cash to maximize your contribution, as well as your tax savings.
Tax Breaks -
Should You Sell Some Stock Holdings This Election Season?
Markets Financial adviser Mike Piershale sees market losses coming and recommends you consider paring back.
Markets -
6 Costly Retirement Planning Mistakes
Financial Planning Be sure to avoid these common errors.
Financial Planning -
Financial Bliss for Newlyweds
savings Talking about money might not be the most romantic activity, but it can help ensure your marriage lasts happily for as long as you both shall live.
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13 Ways to Spring Clean Your Finances
Financial Planning Now is a good time to get your financial house in order and find ways to save on taxes.
Financial Planning
