Jonathan Clements's Contributions

Lifetime Income Series: Jonathan Clements on America’s Retirement Readiness – The Numbers Are Ominous

Jun 14 – Jim welcomes financial writer Jonathan Clements and author of the award-winning Jonathan Clements Money Guide. Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper's personal-finance...

Lifetime Income Series: Tax-Free Inheritance - How Your Heirs Can Avoid Paying Estate Tax

Jun 13 – This week Jim and John continue on the theme of estate planning. The public has certainly taken an interest in the estate issues of celebrities, and now the estate for the late musician Prince must pay $100 million in estate taxes, due to...

Lifetime Income Series: Rethinking College & Retirement

Jun 15 - This week thousands of high school students are graduating around the country. Funding a college education is likely the largest bill parents will face, next to buying a home. Public schools now average $18 to $20 thousand per year...

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