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TOP ARTICLES
Ask the Hammer: What Happens if I Do a Roth Conversion During a Major Market Downturn?
Jeffrey Levine expands on a previous Ask the Hammer answer about moving RMDs to a Roth IRA.
There’s More to Risk than Market Risk
There are many variables that affect investment. Learn from our financial expert about four types of risk and how they impact your portfolio.
Inflation Reduction Act and Medicare Beneficiaries
The Inflation Reduction Act will positively affect Medicare benefits. Here's what to expect in the next few years.
Four Key Points of 1031 Exchanges to Defer Taxes
Our expert, Philip Herzberg, discusses how 1031 exchanges can help delay or avoid taxes on real estate transactions.
Ask the Hammer: Can I Convert My 401(k) or 457(b) into an HSA?
Jeffrey Levine explains what could be done with a 401(k) account and a 457(b) account.
Social Security Raise for 2023 May Set a Record
Get the inside scoop about the cost-of-living adjustment and how that will impact Social Security recipients in 2023.
Completing the FAFSA – Quick Tips to Get You Started
The FAFSA opens up on October 1 - here's how to be prepared or get help to start this key step towards college financial aid.
Ask the Hammer: Can I Reinvest RMDs From Inherited IRAs into a Roth IRA?
Jeffrey Levine expands on a previous Ask the Hammer answer about reinvesting RMDs into a Roth IRA.
Private Foundations – What to Know
When should you consider a private foundation and what aspects should you consider?
2023 Medicare Part B Premiums: Good News
Medicare Part B premiums have been announced for 2023 - see how you'll be affected (spoiler alert - it's good news!)
Is it Better to Own Real Estate Directly or via a REIT?
To create diversified retirement income, consider these key factors of direct or indirect real estate ownership.
Ask the Hammer: What Should I Know About Student Loan Forgiveness?
Jeffrey Levine explains the new student loan forgiveness plan by the Biden-Harris Administration.
The Most Common Tax Return Mistakes
Dana Anspach of Sensible Money describes the most common tax return mistakes she uncovers when reviewing tax documents.
Social Security and State Pensions – Concerning Differences
If you are a public sector worker, here are some trends in Social Security and pensions that you should be aware of.
Ask the Hammer: Why Do Medicare Part B Premium Increases Match My Social Security COLAs?
Jeffrey Levine explains how a Social Security COLA and a Medicare Part B premium increase seem to cancel each other out.
Longevity Risk & Retirement Income Solutions
Annuities and target date funds - learn about each type and how to find the right solution for you.
Weekly Round Up - Sep 18 - 24
Series I Savings Bonds, estate planning like a pro, taxable savings benefits, grandkids & money, and questions answered by our experts - all this and more in our Weekly Roundup!
Ask the Hammer: Investments, Real Estate, and Capital Gains Tax
Questions about real estate and 1031 exchanges, answered.