Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider …
Debt Should Retire When You Do
While credit cards can be convenient and often come with useful features, it’s important to minimize debt when retirement is …
Budgeting for Baby
Expecting a new arrival? Learn how to budget for your growing family, including child care, insurance, and parental leave. Starting …
The Millennial Message, DON’T DELAY PLANNING!
Many millennials find planning their financial futures a daunting task. It need not be so. We offer some suggestions to …
Career Moves That Make Sense After 40
It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career …
Save and Invest Without Even Thinking About It
Automate your retirement planning and wealth-building approach. Build your emergency fund with automatic transfers. Practically any bank or credit union …
The Role of the Power of Attorney
No one likes to consider the possibility of becoming mentally incapacitated due to age, accident or illness, but the fact …
What is the Role of a Trustee
When a trust is created, the creator of the trust names someone to serve as the trustee and to assume …
The Gift Tax? Questions of Life or Death
The Tax Cuts and Jobs Act raised the lifetime exclusion limits for estate and gift taxes from roughly $5.5 million …
Retiring Earlier Than Planned?
Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some …