By Kevin Theissen Dan Taylor faced a difficult situation after his father suffered a stroke at age 72 and couldn’t live alone. He was responsible for looking after him and had no idea how to proceed. He was overwhelmed by […]
Tag: By Kevin Theissen
Inflation: Back to the future?
By Kevin Theissen Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that double-digit inflation has been absent for the last 30 years or more, you may remember […]
Should you open a Roth IRA?
By Kevin Theissen A Roth IRA can help you save for the future – with some flexibility. Roth contributions are made after taxes have been paid and offer the potential for tax-free growth and tax-free withdrawals in retirement. But that’s […]
Confidence is back
By Kevin Theissen Some big news recently was the announcement from the Centers for Disease Control (CDC) that fully vaccinated Americans can resume normal activities without wearing masks or social distancing, except where required by law. People are more than […]
The real cost of a vacation home
By Kevin Theissen Have you ever considered buying a property in your favorite vacation spot? If you are practical, maybe you’re tired of paying high rental prices. Or your family needs more room than you can get in a hotel […]
Longevity and your money
The world’s 65 and older population is expanding rapidly By Kevin Theissen According to the most recent population estimates from the United Nations, “1 in 6 people in the world will be over the age 65 by 2050, up from […]
Time is money
By Kevin Theissen We’ve all heard the phrase, “time is money.” But what does that really mean? And why does it matter? Time is the most precious of all resources. Once spent, it can never be reclaimed. Money is certainly […]
When should you take Social Security? Sooner than you think!
ByKevin Theissen The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, should you? Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up […]
New tax cuts benefit mainly businesses
By Kevin Theissen Tax Cuts and Jobs Act The nature and shape of the nation’s tax system inevitably influences the everyday decisions made by individuals and businesses alike. After the implementation of one of the most comprehensive reforms in over […]
Don’t fall for tax scams or the temptation to perpetrate your own
By Kevin Theissen Every year the IRS releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money or reduce tax liability. Here are the “dirty dozen” that have regularly made the […]