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“Rock Retirement” Lessons on Life & Money Planning

Posted by Julie Rains | Retirement Planning

In Rock Retirement, author Roger Whitney brings life into the planning process. Learn how financial planners have gotten it wrong and what to do now.

How to Lower Taxes by Taking a Qualified Charitable Distribution (QCD)

Posted by Julie Rains | Tax Planning

You can take a make a charitable gift from your IRA to satisfy your RMD. Using a QCD or qualified charitable distribution, you can avoid taxes on the RMD. In addition, this strategy may allow you to reduce your income to levels that prevent or reduce taxes on Social Security retirement benefits, Medicare premium surcharges, and more. Learn more about the QCD and how it could work for the charitably-minded and cash-flow conscious.

How to Be Good with Money

Posted by Julie Rains | Living Frugally to Invest

Follow these simple steps to be good with money, no matter where you’re starting. You can make improvements and measure your results along the way.

What the Higher Standard vs. Itemized Deduction Means

Posted by Julie Rains | Tax Planning

There are new IRS rules pertaining to standard deduction amounts and the process of itemizing deductions. Learn about these changes and how they affect you. Plus, get the new standard deduction for 65 and over, and the regular standard deduction.

What Plan Should I Choose? HDHP vs. PPO Comparison to Help Make This Decision

Posted by Julie Rains | Financial Planning

Compare healthcare plans by considering costs and tax benefits. Learn steps to designing a spreadsheet the HDHP vs. PPO comparison.

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