Eating the Estate Planning Elephant… One Bite at a Time, Part II
You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…
Eating the Estate Planning Elephant… One Bite at a Time, Part I
No one wants to look at it, no one even wants to think about it, yet there it looms —…
Mortgages in Retirement
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep…
Should You Put Your Kids’ Education ahead of Your Retirement?
If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…
Planning on Paying for Your Kids’ College Education? Consider a 529 Plan
If you’re like many parents, not only do you feel somewhat obligated to put your kids through college, but there’s…
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to…
How Women Can Prepare For Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by...
Meeting with an Advisor: Be Prepared
When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups…
Red State of Mind: Getting out of a debtor’s mindset
Getting into debt is one of the easiest things in the world for someone living in contemporary America. Every time…
The Sandwich Generation: Juggling Family Responsibilities
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you…
Prioritizing Your Retirement Needs, Part I
When you take the time to ponder your retirement picture, how much do you see and how well-focused is the…
Allowances
Allowances are a great way to teach your child to be financially literate, but it’s hard to know how to…