» Finances

Should You Sell Your Life Insurance Policy?

You may have seen the ads on TV: an older couple happily discussing how they sold the life insurance policy they no longer needed for cash to help fund their retirement adventures. And you could sell yours, too, with the dual benefits of no longer ha… Read More
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Categories: Finances

Three Back to College Tips (for Parents and Grandparents)

Few things make the heart swell with pride like the sight of a child or grandchild walking across the stage to receive their college diploma. Babies are dressed in onesies bearing the logo of their parents’ alma mater, and little kids are taught to… Read More
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Categories: Finances

The Top Four Money Mistakes College Students Make (and How to Avoid Them)

College is a time of learning and exploration—and traditionally, living on very little money. That makes it all the more important for college students to preserve the resources they do have. Unfortunately, it can be easy for college students to ge… Read More
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Categories: Finances

Five Really Major Dangers of Required Minimum Distributions

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required Minimum Distribution (RMD). Most people know they have to take RMDs starting at a given age, but they may be a little fuzzy on the details—and that… Read More
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Categories: Finances, Tax Planning

Should You Convert Your IRA to a Roth?

Prior to 2010, only taxpayers with an adjusted gross income (AGI) of less than $100,000 had the ability to convert their non-deductible or deductible Individual Retirement Accounts (IRAs) to a Roth IRA. In 2010, however, Congress extended that option… Read More
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Categories: Finances

What Child Care Really Costs (and How to Get a Break)

Once upon a time in this country, people had large families to help them work the farm. These days, if people choose to have large families, it is usually not for the economic benefit. Raising children in America in 2019 is expensive, and one of the… Read More
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Categories: Finances

What You Should Know About Your Parents’ Finances

Your own money issues are probably on your mind daily: paying the bills, saving for retirement, perhaps putting your kids through college. You may even be worried about your kids’ financial future: will they rack up too much student loan debt? Be a… Read More
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Categories: Finances

What to Do if Your Identity is Stolen

We live much of our lives online: socializing with friends, paying bills, playing games, making purchases. Even our offline lives have digital components, like electronic records at our doctor’s offices and scanned credit card purchases everywh… Read More
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Categories: Elder Law, Finances

Financial Steps to Take if You're Moving Overseas

Americans move overseas for a variety of reasons. Some fall in love with another land while traveling and decide to relocate permanently. Some, on the verge of retirement, believe their savings will last longer and afford them a better standard of li… Read More
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2018 End of Year Tax Planning Tips

Every year, as we prepare to turn the calendar page to December, it’s a good idea to think about what we can do before the end of the year to minimize taxes. This year, with the Tax Cuts and Jobs Act (TCJA) having taken effect on January 1, it&… Read More
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Categories: Finances, Tax Planning

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