It's important for most people to have a solid estate plan. For widows, paying attention to the details becomes more critical than ever. Without your spouse to fall back on,…
I recently talked about reducing the cost of college. Another way to reduce the cost? Take advantage of the money available to many students! Many high income earners assume the…
Encourage your student to think about their future financial self It's that time of year that kids pack the U-Haul and head to college. (I'll be facing that in two…
_____ Today let's address some common myths and misconceptions about the U.S. stock markets. These are very common beliefs - don't feel bad if you recognize one or more of…
On July 7, 2019, the United States women’s national team won the FIFA World Cup by defeating the Netherlands 2-0. I'll remember this victory for many reasons, especially the amazing…
IPOs seem exciting. When a familiar company announces they are going public (known as an Initial Public Offering), questions sometimes come up. A client may ask, "can I make lots…
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. This month let's smack down 3 myths about having a will…
Understanding the benefits available under Medicare as a widow can be daunting. You may struggle to understand how to leverage this important insurance coverage. Can you enroll in Medicare even…
For many affluent individuals, estate planning extends well beyond tax planning. It involves very personal decisions about the distribution of future wealth. Spendthrift trusts are sometimes used in traditional estate…
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. First up is the topic nobody likes to discuss - life…
One of the most difficult experiences in life is when a spouse dies. While grieving the loss of your partner, you may also feel overwhelmed by the important financial decisions…
The Social Security survivor benefits program provides a lifeline to over 3 million Americans each year. Here are a few statistics that may surprise you about the survivor benefits program:…
I've had several conversations recently surrounding retirement communities. Some centered around choosing a retirement community for themselves or a family member. Others focused on the potential costs and advantages for…
What will you do with your tax refund? You've made it through another tax season. If you are like most Americans, you will spend any tax refund you get, maybe…
Would you spend 10 minutes if it could mean $1000+ to you? Recently, a potential client received a letter in the mail. It offered to help her claim thousands of…
Let's face it - Medicare can be confusing. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To help…
Whenever catastrophes happen, they provide us with a strong reminder. In a matter of minutes, our communities and livelihoods can change forever. The aftermath of a disaster can leave many…