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Every year, in the week leading up to vacation, I think about how I spend my time and how much I look forward to being away from work for a
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The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury in the media about the
Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are multiple factors or variables that we
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the maintenance or upkeep feels like a
We live in an age where information is abundant and cheap. How many of us read mainstream media headlines instead of seeking expert opinions and doing
Federal Reserve this. Brexit vote that. Market highs and market lows. I have casual conversations getting my coffee in the morning, or out at the
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough
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One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy. True, estates over $5.45
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Sometimes those we love need financial help. Life can throw us curveballs and having friends and family to support us is a wonderful thing. But
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The IRS stipulates that age seventy and a half is long enough for avoiding income tax on retirement savings. Each year, those that have reached
Do any of the following describe you?
- You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting
