How Forbes Got Major Errors in Estate Planning Wrong – Part II

Online or DIY Rather Than Professionals There are dozens upon dozens of websites that will profess to offer you just the right discounted estate planning documents… Internet sites can provide you with documents but no actual advice that fits you in the context of your specific financial and personal life. What happens when the laws… Read More »

New Free Online Course: Get Happy!

Learn The Science of Happiness from UC Berkeley with Thousands of Others! No Travel Needed. The Timeless Question: How to be Happy We all want to be happy, and there are countless ideas about what happiness is and how we can get more of it. But not many of those ideas are based on science… Read More »

Tax Savings Through The New “MyRA”

As ever, your watchdogs, Bennett and Diedre Braverman were glued to the national scene when President Obama gave his State of the Union address in case anything of value fell out for us to tell you about. This won’t be of interest to many of you, I’ll admit right up front. It’s a niche blog… Read More »

Retirement Accounts are Limited in Their Investment Choices

First, let me share the fabulous news about “Retirement Accounts” then the bad news that I have to tell all the people who ask me about investment choices in a Retirement Account. Tax-free Versus Tax-deferred Retirement Accounts – 401(k)s, (403(b)s, IRAs and others – have wonderful tax advantages. Some allow you to put pre-tax money… Read More »