4 Things Grandparents Should Know About Paying for College
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly...
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7 Signs You Need a Trust in Your Financial Plan
#1-505569 One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy...
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Loans to Family Members: 5 Questions to Ask Yourself BEFORE Saying Yes
#1-504151 Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to...
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I Have to Take My RMD. Now What?
#1-499873 The IRS stipulates that age seventy and a half is long enough for avoiding income tax on retirement savings...
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Your Retirement "Transition" Plan
Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t...
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The "Early" Retirement
When it comes to planning one’s retirement, everything is relative. To say someone is retiring “early,” requires some...
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Risk: Are We Speaking the Same Language?
I’m the son of a middle school English teacher. He recently shared with me this exercise he does with his kids. He...
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The “Good Guys” vs. “Bad Guys” Fiduciary Rule
It’s now law. More financial professionals are going to have to act in their customer’s best interest. For those of you...
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Leaving an Inheritance to Kids
Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable...
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Managing an Inheritance
Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one...
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Spring Cleaning
It’s been almost 7 years now that I’ve known a very sweet lady I’ll call Anna. I met her through the most unfortunate of...
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Three Options for Market Volatility
I’m not a perfectionist. But I certainly do try to get things right the first time. So it’s upsetting when things don’t...
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