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Your financial Planning Checklist to End the Year Off Right!
Here we stand, on the threshold of the final month of the year, poised to bid adieu to the experiences and lessons of the past and extend a warm welcome to the promises and possibilities of the future. As we embark on this transition, let's not...
Is Medicare Enough?
Short answer: Probably not. Medicare coverage comes with deductibles and significant co-payments or coinsurance costs for many types of treatments, including hospitalizations. Typically, the deductible amounts are increased each year. If you're not...
Pump Up Your Retirement Savings
Do not give up on your retirement goals if you find you have entered middle age with little to no retirement savings. Sure, it may be harder to reach your retirement goals than if you had started in your 20s or 30s, but here are some strategies to...
Are You Eligible for Any of These College-Related Federal Tax Benefits?
College students and parents deserve all the help they can get when paying for college or repaying student loans. If you're in this situation, here are three federal tax benefits that might help put a few more dollars back in your pocket. American...
Why are 529 College Savings Plans So Popular?
529 plans are best known as a college planning tool, but their reach is much broader in terms of what you can use it on and how it can help in financial planning. Let’s review some of the facts of 529 plans that go beyond paying for your child’s...
To Trust or Not to Trust: Will My Will be Enough?
Estate planning is a multistep process that when properly designed can help ensure the proper protection and distribution of your assets. The tool most used is the will. Below is a short description of what this document can do and its potential...
