Author: Steve McDonald, Investment U

This is something almost no one plans for, and I have seen some very shocked expressions on the faces of those who were handed whopping tax bills they never expected.

The only advice I have for you is this: If your financial planner is using either of these set-and-forget tools, he isn’t doing his job. I’d start looking for a new planner.

This is something you ought to be looking at closely.

The topic this week is information sources. With the president claiming that there’s all types of fake news out there, I have news for him: There’s always been fake news in the money press.

Our guest this week is Karim Rahemtulla, The Oxford Club’s Options Strategist.