What the National Debt Ceiling Extension Means for Your Family
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
Checklist: 5 Financial Decisions to Consider Before December 31
4 Year-End Tax-Saving Strategies For 2022
Trusts & Taxes: What You Need To Know
President Biden’s Student Debt Relief Plan Explained With FAQs
Saving For Your Child’s College Education—Part 2
Saving For Your Child’s College Education—Part 1
Key Milestones For Planning Your Retirement
Does Your Family Need Umbrella Insurance?
Family Financial Planning
The Final Log-Off: What Happens to Your Data When You Die?
Take a moment and consider how much of your life you live online. If you are like most of us, you bank, pay bills, make purchases, connect with friends and communicate with just about everyone you know online. Think about…
Leave an Inheritance for Future Generations with a Trusteed IRA
According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how much of those assets will pass beyond the primary beneficiaries…
Supreme Court Decision Makes Inherited IRAs Fair Game in Bankruptcy
A recent U.S. Supreme Court decision has changed the way inherited IRAs are viewed when it comes to bankruptcy, and calls for those who inherit these retirement account assets to find new ways to protect that inheritance. In Clark v.…
How to Create a Lifetime of Care for a Special Needs Child
Parents of children with special needs usually share one overriding concern: what will happen to my child after I’m gone? They also struggle with guilt for what they envision as an eventual destiny for their other children who might assume…
7 Things To Think About Before Making Gifts to Grandchildren
If you have grandchildren – or are getting ready to welcome one like political power couple Bill and Hillary Clinton – you know the special joy they bring. After all, you can now leave all the heavy lifting to the…
The 4 Key Life Skills Your Children Need to Have Before They Inherit
Inherited wealth need not be “an albatross around the neck of the children” as Sting so succinctly put it recently when asked if he was leaving his wealth to his children. His children will not see much of his millions,…
How to Prepare Your Heirs to Receive, Protect and Grow Their Inheritance
When we think of vast family wealth, most of us know the name Cornelius Vanderbilt, the railroad and shipping scion of one of the richest families in America in the 19th century. When he died in 1877, he left a…
Financial Self-Protection Tips for the Newly Single
Whether you have a lost a spouse or partner through divorce or death, being thrust into singlehood can be an emotionally and financially jarring experience. To get yourself back on firm footing, at least financially, follow these five steps: Finalize…
Why Inheriting in Trust is a Must
You bring your children into the world with love. You raise them with love. If you’re going all the way as a parent, you also create an estate plan to safely pass on your legacy of love as well as…
If You Don’t Trust Your Kids with Money, You Need a Trust
While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental…
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