Most Americans have at least some of their Retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like.  And when you leave a job, due to a retirement...

Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice.  Even though smaller homes are less costly & easier to maintain,...

Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes.  Is there a way I can make a gift that reduces my...