NYTIMES (Ron Lieber) - How to Protect 529 College Savings in Case of Divorce or Death
Many couples don’t consider 529 accounts carefully when splitting up, and other families make a crucial mistake that can leave a mess if somebody dies.
NYTIMES (Ron Lieber) - You’ve Lost Your Health Insurance. It Shouldn’t Have Been a Surprise.
You would think you’d get texts, emails, phone calls and letters if your insurer was about to drop you. But you may be wrong.
NYTIMES (Ron Lieber) - Tax Missteps Happen — Even When Two Financial Pros are Married
You’d think a financial planner married to another financial planner would have it easy come tax time. Alas, no.
NYTIMES (Tara Siegel Bernard and Ron Lieber) - 2025 Tax Returns: Here’s What to Know About Filing This Year
Many Americans will see bigger refunds and new deductions, while others may be revisiting the dreaded alternative minimum tax. Don’t panic just yet.