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Bankrate: 10 best tax-planning tips for 2019

… Ken Moraif, CFP and senior advisor at Money Matters, recommends using the bunching method to surpass the thresholds, if possible. Bunching is a method where you time expenses by pushing deductible expenses into one calendar year.

Should You Retire Abroad? 13 Things to Consider

… Ken Moraif, a senior advisor with Dallas-based Money Matters, recommends continuing to pay into the Medicare system if you can swing it. “Even though Medicare won’t cover you, it may be a good idea to keep paying premiums for Medicare Part B. You never know when you may want to return to the U.S.”

10 Most Important Years of Your Life

The five years before and the five years after retirement can be a real minefield. A big loss during this time could spoil all your hopes and dreams, so here’s what you need to do to protect yourself.

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


MONEY MATTERS AWARDS & RECOGNITION


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TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.