Will you be ready to retire? This simple, four-step checklist will help you plan for your best retirement.   1. Assess your current financial situation.…

UPDATE: For an update on the housing allowance ruling click here.   by Richard Hammar, J.D., LL.M., CPA On November 22, 2013, federal district court…

Estate planning is an essential task but can feel overwhelming. Use this list of seven questions as a basic guide to help simplify the process.…

UPDATE: For an update on the housing allowance ruling click here.   In response to an appeal filed today to the recent federal court ruling that…

These days, a couple entering retirement at age 65 has a 50% likelihood of one spouse living to age 91 and a 25% likelihood of…

Many investors rely on a fixed income while juggling fluctuating interest rates. Due to the current low interest rate environment, this can prove to be…

Upon retirement, the IRS allows credentialed ministers of all established church denominations to declare a housing allowance on distributions from their 403(b) retirement accounts. That…

“The wise man saves for the future but the foolish man spends whatever he gets.”Proverbs 21:20 This verse provides a stark contrast to the common…