Celebrating Senior Citizens Day
August 19, 2022
Forty years ago, President Ronald Reagan signed Proclamation 5847 and marked August 21 as the day seniors will be celebrated.
Wealth Management
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Read moreSaving For College: Why You Should Consider A 529 Plan
August 11, 2022
After new legislation that passed in 2019, 529 plans are more flexible than ever to help you make the most of your investment and your tax-free earnings. -
Read moreChoosing College in the Game of Life
August 2, 2022
The Game of Life (the board game introduced by Milton Bradley as The Checkered Game of Life) was originally created over 160 years ago, in 1860. In the modern version released in 1960, the game starts out with an interesting scenario. -
Read moreInherited IRAs
July 26, 2022
Quick question: Would you prefer to inherit—1. A $200,000 portfolio of stocks and bonds, or 2. A $200,000 IRA invested in the same stocks and bonds?
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Read moreTravel Trusts: Giving the Gift of Experiences
July 14, 2022
With restrictions winding down and summer in full swing, Americans are beginning to experience some of the wonderful travel they previously deferred.
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Read moreEleven Ways to Help Yourself Stay Sane in a Crazy Market
July 5, 2022
Keeping your cool can be difficult when the market goes on one of its periodic roller-coaster rides. Having strategies in place can prepare you, both financially and psychologically, to handle market volatility.
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Read moreIn Brief: The Special Needs Trust
June 14, 2022
Serving as a caregiver for a child or adult who has special needs brings unique challenges and is an admirable role. Each disability can present unique challenges, which require unique solutions. -
Read moreInflation Watch
June 9, 2022
The last time the United States experienced sustained inflation as high as we have had in recent months was in the 1970s. -
Read moreInvestment Planning: The Basics
June 3, 2022
Why do so many people never obtain the financial independence they desire? Often, it is just because they do not take the first step — getting started.
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Preparing for Parenthood
May 26, 2022
You are about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you will ever have. There are also a lot of new factors to consider.
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Read moreGetting the most from Social Security
May 17, 2022
Although Social Security is supposed to be supplemental income in retirement, it is still an essential income source for most people and a primary income source for some.
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Having “The Inheritance Talk.”
May 10, 2022
When is the right time to talk with heirs about inheritance? It will probably be awkward because the conversation involves both money and death, and most people prefer not to think about either.
