HeyJaredRon Mark
- Indexed articles, last 90 days
- 4
- Latest publication
- Jul 29, 2026
- Outlet visibility, for Kiplinger
- Top 100K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Widow’s Penalty: Why Prevention Is Better Than the Cure (opens the original)
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One of the most enjoyable aspects of retirement for married couples is finally having more time to spend together and the financial freedom to maximize those years. That's possible because during their working years and into retirement, they've had a unified financial structure that's worked well — filing taxes jointly and budgeting based on their combined income. But eventually, they must plan for the time when one of them is alone and make sure the survivor will be as financially protected as
With the Widow's Penalty, Prevention Is Better Than the Cure: A Financial Adviser Explains Why (opens the original)
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Don't get hit with a higher tax bill just when you've lost your spouse. You can deal with it once the worst has happened, but it's far better to plan ahead.
Your Retirement Plan Looks Watertight, But Have You Checked for Tax Leaks? (opens the original)
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Most affluent retirees don't have an investment problem. They have a structure problem. That distinction matters. As a financial adviser with more than three decades of experience in investment strategies, tax-efficient retirement income planning and legacy wealth building, I've seen many portfolios that look strong on paper but leak wealth in retirement. The account balances may be high, the allocation may look reasonable and the investment performance may be acceptable. But if the structure is
Your Retirement Plan Looks Watertight, But Have You Checked for Tax Leaks? (opens the original)
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Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.
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