In an unprecedented move for a major professional sports league, the NFL has proposed partnering with its players to effect social justice change, though not all players are in agreement on the proposal.

On Monday, the league submitted to players the final draft of a pr...

With fewer retirees receiving income from defined benefit pensions, the lifetime annuity income from Social Security will be even more important in the years ahead in protecting seniors from longevity risk.

But Social Security faces problems. The big issue is long-range...

November 15, 2017

1. Review your income and portfolio

  • Work with your Financial Advisor to consider a tax-planning move known as tax-loss harvesting. “Harvesting" all of your losses, including unrealized losses, allows you to offset taxes on gains and income. There are several ways th...

While the amounts solicited in many online campaigns are modest, the dollars involved across the spectrum of all charitable-type crowdfunding sites is significant. Considering the aggregate funds involved, it’s surprising that some crowdfunding sites appear to provide...

Steve Finley was drafted by the Baltimore Orioles in 1987, and turned an initial $600/month salary into a 19-year career in Major League Baseball. After retirement, he realized just how little he'd thought about finances as a player and how underprepared that left him...

The Tax Cuts and Jobs Act here is a complex 429 pages, so you may want to start with a summary of the plan. It isn't inked yet, and make no mistake, there's jockeying going on in Washington. All that adds considerably to the usual year-end tax shuffle. Even without the...

The House GOP released an outline of its eagerly anticipated tax plan Thursday morning. The talking points offer a good overview of what the House GOP considers important and where they may break from President Trump’s previously announced plan. 

Here are...

November 1, 2017

Antrel Rolle's tax attorney filed fraudulent tax returns on his behalf and kept the money, Americans biggest financial fear revealed, and Franklin Templeton names a National Retirement Plan strategist.

Former NFL safety Antrel Rolle helped the Internal Revenue Service c...

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