About: Michael Mueller



Posts by Michael Mueller:

The Real Cost of Medicare Increases

Posted on: 31 Dec 2020

Each October, the Social Security Administration announces an increase in benefits for the following year. And every November, Americans find…

The Love Letter, With a Twist This Year

Posted on: 13 Jan 2020

Happy Valentine’s Day! Countless declarations of love have been made through the ages, especially on Valentine’s Day. According to the…

Health Savings Accounts May Provide Triple Tax Savings

Posted on: 08 Jan 2020

A health savings account, commonly referred to as an HSA, is a tax-advantaged medical savings account. Tax deductible contributions are…

The Love Letter

Posted on: 14 Feb 2019

Happy Valentine’s Day! Expressing your love to someone on this day can come in many forms – a poem, candy,…

This Year, Express Your Love on (Virtual) Paper

Posted on: 08 Feb 2019

Happy Valentine’s Day! If actions are your love language, this is the perfect time of year to put your feelings…

How to Maximize Charitable Giving Under the Tax Cut & Jobs Act

Posted on: 16 Jul 2018

A retired couple is looking for tax-efficient options to meet their charitable goals following the passing of the Tax Act.

Client Story: A Special Needs Trust Empowers the Caregiver and the Disabled Spouse

Posted on: 06 Jun 2018

In this story, a special needs trust provided financial and personal peace of mind – and freedom – for a married couple. The individual with special needs was assured of receiving appropriate care and financial stability, while the caregiver was able to enjoy some needed free time and a respite from the demands of constant care.

Four Things Affluent Individuals Need to Know About Transitioning Into Retirement

Posted on: 13 Oct 2017

To shift from earning a steady income to living off your assets in retirement can be unsettling.

Retiring? Inheriting? Winning the Lottery? How to Manage a Windfall

Posted on: 31 Aug 2017

As of this writing (August 23, 2017) the Powerball jackpot is at $700 million. Many many people who have never bought a ticket before, are doing so this time. What do you need to do if you win?

Charitable Giving: Pen a Check or Gift Stock?

Posted on: 14 Jun 2017

If your charitable giving plan consists of making substantial cash donations to certain charities, there are alternative approaches to consider that could provide significant benefits to you over and above the achievement of your charitable goals.