» 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

Want to Keep Your Finances Private? We Have an Option for You

When was the last time you invited your neighbor over to check out your investment portfolio, or showed your bank balance to a coworker? The answer is probably “Never—why would I even consider doing that?” And, of course, you wouldnR… Read More
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Benefits of Having a 529 Plan

You have probably heard of so-called “529 plans,” even if you haven’t looked into getting one. If you have children or grandchildren whose education is important to you, though, you may want to investigate 529 plans to help ensure t… Read More
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Categories: Finances, Tax Planning

Financial Mistakes to Avoid at Every Age

From the time you receive your first allowance until you draw your last paycheck, you are making decisions about money: what to spend, what to save, what to invest. In every season of your life, the choices you make affect your financial well-being d… Read More
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Should You Co-sign on a Student Loan for a Child or Grandchild?

College is increasingly expensive, and long gone are the days when students could pay their college expenses with the earnings from a summer job. More and more students are relying on loans to pay for college, and many of those are private student lo… Read More
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Categories: Finances

What You Should Know About Getting Married Later in Life

When you think of newlyweds, you probably imagine a blushing bride and dashing young groom with their whole lives ahead of them: buying a home, having children, building careers, and eventually retiring to enjoy the grandchildren. Finding love and st… Read More
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Disaster Preparedness: What You Need to Know About Your Homeowners Insurance

Do you have a homeowners insurance policy? Terrific! Do you know exactly what if covers? Probably not. And if you are counting on it to protect you from any one of a variety of natural disasters, you may find out, too late, that your coverage isnR… Read More
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Categories: Finances

Retirement Checklist: Ten Things to Do Before Retirement

Retirement has always been off on the hazy horizon, but suddenly, it’s coming into sharper focus. Sure, you’ve always saved for your retirement, but it never seemed quite real. Now, it’s not that far away, and for the first time, yo… Read More
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Categories: Elder Law, Finances

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