Resources

The Chapters of Retirement

The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things…

Saving Your Elderly Parents from Financial Fraud

Elders are financially defrauded in this country on a daily basis.Only a few of these crimes are made public. In…

Yes, Young Growing Families Can Save & Invest

Put yourself steps ahead of your peers.If you have a young, growing family, no doubt your to-do list is pretty…

Why You Might Want to Create a Donor-Advised Fund

Do you regularly donate to charities and other non-profit organizations?Then you may want to open a donor-advised fund.Donor-advised funds are…

Including Digital Assets in Your Estate Plan

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets…

Guarding Against Identity Theft

America is enduring a data breach epidemic.The latest annual study of the problem from Javelin Strategy & Research, a leading…

Should You Leave Your IRA to a Child?

Can a child inherit an IRA?The answer is yes, though they cannot legally own the IRA and its invested assets….

What Women Shouldn’t Retire Without

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by…

Coping with College Loans

Is student loan debt weighing on the economy?Probably. Total student loan debt in America is now around $1.5 trillion, having…

Should You Use 529 Plan Funds on K-12 Education?

When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the…