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What’s Your Capital Gains Tax Rate?

This is a simple-sounding question that can be, in the real world of tax planning, very hard to answer.  The simplest calculation is that, in 2020, under the just-released tax tables, single taxpayers will pay 0% capital gains taxes if their adjusted gross income is $40,000 or below, while joint taxpayers will pay 0% below $80,000 of adjusted gross income.  After that, the 15% rate ki

New Limits, New Rates

’Tis the season for the U.S.

Diminished Retirement

Prepare not to be surprised.  The annual retirement saving and spending survey conducted by the fund company T. Rowe Price found that U.S.

Charitable Giving Under The New Tax Law

By Harlan Storey​

Common Estate Planning Pitfalls

Estate planning is complicated.  There are a lot of moving parts to organizing your finances and determine where they will go after your death.  And in many cases, people simply sign a stack of documents at their attorney’s office and think the job is done.

Punching Above Our Weight

One of the unexpected results of the recent rally in American stocks, combined with a market malaise throughout the rest of the world, is that U.S. companies, in aggregate, now make up more than 40% of the global market capitalization of all publicly-traded stocks.  This is up from just over 32% ten years ago.

Abuse from Within

You hear a lot in the press about “elder abuse,” and the image that comes to mind is physical abuse or violence.  But the most likely scenario, according to the AARP, is the 20-year-old son gently accompanying his elderly grandmother to the bank, where she querulously requests a $4,000 withdrawal.  Debra Whitman, executive vice president and chief public policy officer at

War Does Not Make Us Happy

Happiness researchers are constantly asking whether money can buy happiness, and the research suggests that the answer is yes—but up to a point.  Once a person’s basic needs are comfortably met, more money doesn’t necessarily make people happier—and at some point it can lead to a decline in the pleasure one takes from life.

What’s Your Long-Term Care Plan?

By Harlan Storey​

Post-Death Planning

Have you ever wondered what happens to your unpaid bills after you die?  You might be surprised to know that it depends on what kind of debt is still outstanding.

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