Financial Inisghts
Health Care Options in Retirement
After retirement your health care options are different, and that requires careful planning.
Read MoreHow Parent & Child Assets Impact Financial Aid Packages
If you understand how assets are assessed on the FAFSA and CSS Profile, you can improve your chances for getting the best financial aid package possible.
Read MoreChoosing a Roth IRA
There are many vehicles to choose from as you travel the road to retirement. Today I’m sharing some advice on how to choose a Roth IRA:
Read MoreHow to Start the Family Caregiving Discussion
Discussing finances and elder care is hard, but every family needs to do it. Get the conversation started with these tips.
Read MoreFamous Estate Planning Blunders
This is what happens when a simple will is used to transfer the bulk of an estate and probate proceedings are made public.
Read MoreDeveloping a Realizable Vision for Retirement
With some careful prioritizing, you can design a working plan for retirement that may surpass all your expectations.
Read MoreAmericans Lose Trillions in Social Security
According to a recent study, retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they claimed Social Security at a sub-optimal time.
Read MoreCreating a Financially Organized Life
You need a system to organize your bills, statements, policies, and other financial paperwork. Start here.
Read MoreThe New Tax Law: 3 Areas That Could Impact Families
The new tax act is the most far-reaching and complex tax code passed by Congress since 1986. This article looks at ramifications in the areas of deductions, divorce, and estate plans.
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