New Rules Benefit 529 College Plans as Estate Planning Tool
The Tax Cuts and Jobs Act includes a provision to allow 529 Plans to be used for private elementary and high school expenses,...
26 March, 2018
Financial & Retirement Planning
Overview of Tax Law Changes
The Tax Cut & Jobs Act was signed into law on December 22, 2017, setting the stage for new tax codes and rules...
26 March, 2018
When Should You Take Social Security?
Deciding when to take Social Security benefits is one of the most important decisions you will make for retirement. You may either base...
20 February, 2018
Legacy Letters: How Do I Validate My Life?
Almost everyone is familiar with the standard estate planning documents: wills, trusts, medical and financial powers of attorney, living wills, etc. Certainly these legal...
20 November, 2017
Cost of Living: How Far Will Your Money Go?
The cost of living in the US varies, depending largely on where you live. A new study from the non-profit Tax Foundation (https://taxfoundation.org/real-value-100-state-2017/)...
21 September, 2017
Retirement: Are You Ready?
The word “retirement” conjures up both good and bad images for each of us, largely depending on our expectations for the second half...
24 August, 2017
Longevity Risk and Retirement Income
How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money to enjoy a comfortable retirement and...
21 March, 2017
Financial Planning 101: Make Savings a Habit
The art is not in making money, but in keeping it. -Proverb Most of us know we need to save to finance our future goals....
23 February, 2017
The Case for Eating Your Own Cooking
Would you feel comfortable eating at a restaurant where the owner sends her family elsewhere for a healthy, well cooked meal? Probably not....
22 September, 2016
The Importance of Good Credit
Installment debt, in itself, is not a bad thing. It enables us to make major purchases that would be nearly impossible to finance...
24 August, 2016