Deferring: This is about pushing a tax bill to a future year. Suppose you owe $1,000 in taxes and can defer this for 10 years ...

I often work with people in many different age groups who have suddenly become wealthy as the result of a windfall inheritance. While there is a need to develop a comprehensive financial plan, it’s ...

Can Mark and Margaret, 45, semi-retire in their mid-50s and give each kid an early $250,000 inheritance? Mark and Margaret ...