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We Married for the Money

We Married for the Money

Ray and Reynaldo are an older couple who got used to a life where marriage wasn’t an option.  They had their version of a ceremony and did some planning to ensure their goals would be achieved many years ago, and no one got down on one knee once it became legal for same-sex couples to marry. ...
The Big Baby Boomer IRA Mistake

The Big Baby Boomer IRA Mistake

Attention wealthy baby boomers with no kids. If you’re nearing or past the age of 60, there’s one small update you can make to your IRA that will cost you nothing, have no impact on your personal financial well-being, and will probably feel pretty darn good. And I’ll give you two good reasons ...
Telling Your Kids What They’re Afraid to Ask

Telling Your Kids What They’re Afraid to Ask

We will discuss the succession after I am wearing the crown....You've been thinking about my death quite a bit. ~ Queen Daenerys Targaryen. In a recent episode of Game of Thrones (spoiler alert) when one of my favorite characters, Daenerys, was about to mount her dragon and fly into a danger
Lessons from Bowie and Rickman

Lessons from Bowie and Rickman

Alan Rickman and David Bowie had a few things in common (in addition to being likable and talented British entertainers). They achieved a state of financial independence well before “retirement” age, worked because they wanted to and died way too soon. For a year, I’ve been writing about ...
Same-Sex Marriage: More to Spend, More to Give

Same-Sex Marriage: More to Spend, More to Give

Now that DOMA is crumbling, married same-sex couples have some new opportunities to simplify their lives, reduce their taxes, and boost their incomes. There is still some unfinished business around whether or not same-sex couples will receive the full umbrella of federal recognition if they ...
When the wrong beneficiary benefits

When the wrong beneficiary benefits

Procrastination is the art of keeping up with yesterday. - Don Marquis John and Mike (fake names to respect my friends' privacy) fell in love about 10 years ago and, to my eyes, were very much still in love when I helped them recently celebrate their 40th and 50th birthdays.  Mike was ...