Smart Strategies for Managing Your Child’s Cash Gifts
Discover the best ways to manage your child's cash gifts, from piggy banks to trusts, and learn how to maximize growth while teaching financial responsibility.
How to Avoid 7 Common Estate Planning Mistakes
Learn how everyday families can benefit from estate planning to ensure their intentions are seen through and how to avoid common estate planning mistakes.
Where to Best Save for College
The attraction of 529 college savings programs is that they provide for investment earnings to grow on a tax-deferred basis, making them a tax-savvy choice compared to other options.
3 Factors cause almost a 100% chance of seniors falling
I recently read Being Mortal by Atul Gawande, MD. His insight perfectly blends medicine and emotion when it comes to…
Woman laying down on pier with pink floppy hat
What three things make for a successful retirement?
The idea of retirement conjures different lifestyle images and meanings for any given person. While some are counting down the…
Is the cost of children busting your budget?
Today, roughly one in five women in the United States do not have children. For the first time in U.S.…
The Taxing Effects of Selling Your Home
Because of the generous capital gains exclusion on selling a primary residence, you may find that you do not owe…
When Parents Won’t Accept Help
"I can't hear you... LALALALALALALALALALALA"I recently presented on elder care to seemingly dissimilar groups. Despite their backgrounds, they all had…
Elder Care Decisions Begin at 50
I’m a big believer in discussing elder care with my clients as young as age 50. I use this age…
Dad is having a hard time getting around, is assisted living the right decision? Where do we go from here?
The New Normal
Elder planning is a touchy but important subject. Whether it’s for yourself or that of a loved one, the impact…
Young girl crossing eyes
What’s a…fi-doo-shee-er-ee??
A fi-doo-shee-er-ee, or fiduciary in common English, is one of the most important considerations in choosing a financial planner. Don't believe me? You should,…
Woman being very angry because of her car's failed engine
Managing Large and Irregular Expenses
Everything was going fine until... *INSERT EXPENSIVE PROBLEM HERE* happened. A common complaint I hear: Diving deeper into this issue I…
