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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…

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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 —…

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…

How to Give Wisely and Well

Giving to charity has never been easier. You can donate the old-fashioned way–by mail–but you can also donate online, by…

How to Plan Your Estate as a Cohabitating Couple

Estate planning can seem like a long, uphill battle to a land that is optimistically distant.  No one likes to…

Protecting Your Identity

Identity theft.  They say that in this world there is now one degree of separation between any individual and someone…

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…

3 Simple Steps to Create a Seriously Savvy Budget

Do you follow a budget? Need some help to get started? No, budgets are not attractive, fun or exciting in…

Trends in Charitable Giving

Whether the economy is expanding or contracting, Americans tend to be consistent with charitable donations. In 2013, as the U.S….

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members….

Your Emergency Fund: How Much is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stop washing and your family…

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually. It is a “cryptocurrency” which uses cryptography to manage the…