Tom O'Rourke

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Your estate plan: How to secure (or tarnish) your legacy

In many ways, the way you handle your final affairs will determine how your family and friends remember you. So it’s important to get it right.

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What's Your Plan for Retirement. small wooden board with chalk on the table

Don’t forget to file: Avoiding an audit

If you haven’t done your taxes yet, no problem. There’s still plenty of time. If you are planning not to pay your taxes, that is a problem.

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Good at putting things off? Here’s the last checklist you’ll ever need!

Nobody likes to think about dying. But it happens and if you don’t do some advance planning it can cause even more longer lasting pain and grief.

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FILE - In this Jan. 10, 2017 file photo, A 1040 tax form appears on display  in New York. The Treasury Department is expanding for a second time this year the relief it grants taxpayers who had too little in income taxes withheld from their paychecks in the first year of a sweeping tax overhaul. Treasury announced Friday, March 22, 2019 that taxpayers will be able to avoid penalties for paying too little in taxes as long as they paid at least 80 percent of what they owed the government.  (AP Photo/Mark Lennihan, File )

2020 taxes, your TSP, mortgage and health premiums

Because of the 2017 tax law, many were surprised to learn that it no longer paid to itemize deductions that had been important in the past.

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