Andrew Doan, CFP, EA

10/27/2026

A lender’s approval tells you what you can borrow. It does not always tell you what you can comfortably afford after the other costs of owning a home.

You can avoid becoming house poor or get out of a habit of overspending by sticking to a household budget and boosting your income.

10/22/2026

Kentucky is one of only five states with an inheritance tax. This article explains who may owe it and why your relationship to the person who died often matters more than the amount inherited.

There is no federal inheritance tax, but some states have an inheritance tax. The tax typically applies to assets passed to someone who is not immediate family.

10/20/2026

People age 65 and older may qualify for a temporary $6,000 federal tax deduction even if they take the standard deduction. This quick overview explains who qualifies and how the income limits work.

How taxpayers ages 65 and older can make the most of the temporary $6,000 senior tax deduction.

10/15/2026

No checklist can make the death of a spouse easier. This guide covers accounts and benefits along with the important documents a surviving spouse may need.

Working through this list can help you figure out what to do when your spouse dies.

10/13/2026

Working after claiming Social Security can temporarily reduce your benefit if you are below full retirement age. This short explanation covers the 2026 rules in plain language.

https://www.ssa.gov/faqs/en/questions/KA-01921.html

10/08/2026

A job loss or career change can affect much more than your next paycheck. This short guide covers the first financial decisions to review so you can create some breathing room.

Losing your job or changing careers? Learn how to manage your finances, find health insurance, and bridge income gaps with our expert financial tips.

10/06/2026

Most people have wondered how their retirement savings compare with others their age. Fidelity’s latest numbers make for an interesting comparison by age and generation.

Average retirement savings by age can help you compare your retirement savings with people your age or those who have been working and saving for about the same amount of time.

10/01/2026

Retirement planning usually begins with money. But Dennis Friedman argues that a satisfying retirement rests on three things: money, health and relationships.

The portfolio matters, but it cannot replace the people who make retirement worth reaching.

WHEN I RETIRED, I thought a successful retirement was primarily about money—about making sure I had enough income to fund daily expenses for 30 or more years. But now that I’m in my 70s, my investments don’t seem quite so important to me. Indeed, other things in my life strike me as just as cr...

09/29/2026

Does your job need to be the part of your life you love most?

Psychologist Tessa West questions the expectation that work should provide our passion, identity, purpose and self-worth.

A healthy career may leave room for other versions of ourselves. What matters to you outside of work?

We’re constantly told that passion is what makes work fulfilling. But can being head over heels have its downsides?

09/24/2026

Think back to something you almost bought but passed on. Do you still miss it? Jonathan Clements reflects on the purchases he regretted—and the things he never bought or gave away that he rarely missed. A short read about wanting, owning, and letting go.

I FEEL GRATITUDE for the life I’ve had. But that doesn’t mean I don’t have a few regrets: Friendships that turned sour or simply faded away. People who died before I got to see them one last time. Professional endeavors where I felt I could have done better. Purchases I made that didn’t live...