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Displaying: 24 articles
Posted Tue, Jan 22, 2019
Are you feeling a little over-whelmed with the paper piles or credit card bills now coming in from Christmas spending? You are NOT alone! How you organize your finances in January will prove beneficial by the time Christmas rolls around in Decem...
Posted Thu, Dec 27, 2018
Because the Tax Cuts and Jobs Act has set such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little strategic planning in charitable giving, taxpayers can exceed the sta...
Posted Wed, Dec 05, 2018
It’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs, protect your assets, and promote family harmony once you’re gone. Estate planning is complex and because it involves facing your own mortality, i...
Posted Fri, Oct 26, 2018
Why are women so challenged to retire comfortably? You can cite a number of factors that can potentially impact a woman’s retirement prospects and retirement experience.
Posted Thu, Oct 25, 2018
Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. It could be a password-protected online vault; it could be a file cabinet; it could be a file folder.
Posted Tue, Oct 16, 2018
A retirement plan is built on a set of assumptions that can’t be validated until it’s too late. One key to successful retirement planning is carefully setting assumptions and revising them often.
Posted Thu, Oct 04, 2018
Before you enroll, take note of what the insurance does not cover and the changes ahead.
Posted Thu, Oct 04, 2018
A Health Savings Account may provide you with remarkable tax advantages.
Posted Thu, Sep 20, 2018
How much might health care cost you someday?
Posted Thu, Sep 20, 2018
Tax reform has lowered the threshold.
Posted Thu, Aug 30, 2018
Driver history is just one factor; there are many others.
Posted Mon, Jul 23, 2018
Where is everything? Time to organize and centralize your documents.
Posted Mon, Jul 23, 2018
Emotion often drives our financial decisions, even when logic should.
Posted Tue, Jun 19, 2018
Who should inherit your IRA or 401(k)? See that they do.
Posted Tue, Jun 19, 2018
If so, how can they plan to meet those challenges?
Posted Wed, May 30, 2018
Now that your kindergartner has grown up, it’s a great reminder to ensure your college student has enough financial knowledge to manage money at college.
Posted Wed, May 30, 2018
Parents with investments and home equity generally find it harder to get financial aid for their college-bound children.
Posted Mon, May 14, 2018
How much attention do you pay to this factor?
Posted Tue, Apr 17, 2018
Even with less itemizing, there are still tax documents you want to retain for years to come.
Posted Thu, Apr 05, 2018
Now that your child is in college, you might qualify for one of two education tax credits.
Posted Wed, Mar 28, 2018
As you begin your life together, it is important for you to start planning your financial future together and putting your finances on the same page.
Posted Tue, Mar 20, 2018
As you grow older, your housing needs may change. Maybe you’ll get tired of doing yard work.
Posted Tue, Mar 20, 2018
During marriage, it’s common for one spouse to maintain health coverage for the entire family through his or her group health insurance plan at work.