As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.
With tax season well underway, tax scams are likely to become more prevalent. If you’re unsure if a message you’ve received is legitimate or fraud, here are some red flags to watch out for.
In life and in finances, the difference between success and failure may lie in the choices you make daily – not one monumentally bad decision. Once you've recognized your behaviors, you can start to build a plan to improve them.
Lee McGowan, CFA, CFP® recently discussed working in the retirement years with Barron's.
Lee McGowan, CFA, CFP® recently discussed withdrawing money from 529 plans with Ann Carrns of The New York Times.
Byron Woodman and Lee McGowan are quoted on Emerson Hospital's site discussing planned giving.
Due to recent income tax changes, it may be an opportune time to make a qualified charitable distribution (QCD) from your IRA.
Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s a quick review of each candidate’s tax proposals based on information released by their campaigns.
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable.
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.
Lee McGowan joins the Goodnow Library Foundation’s board of directors.