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
When it comes to planning one’s retirement, everything is relative. To say someone is retiring “early,” requires some sort of explanation or baseline for what
I’m the son of a middle school English teacher. He recently shared with me this exercise he does with his kids. He chooses a word that has a role in different
It’s now law. More financial professionals are going to have to act in their customer’s best interest. For those of you that like to read the news of the day
Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable estate or be lucky enough to hit the
Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one would mean an influx of wealth. For others
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 circumstances. Her husband had passed
