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.
I recently read Being Mortal by Atul Gawande, MD. His insight perfectly blends medicine and emotion when it comes to the inevitable challenges of aging.
Question: What are my options for cash or checks given to my child? Piggy Bank: Some people enjoy the visual appeal of a full piggy bank.
The idea of retirement conjures different lifestyle images and meanings for any given person. While some are counting down the minutes to completing their final
Today, roughly one in five women in the United States do not have children. For the first time in U.S. history there may soon be
Will your estate be subject to any of these common pitfalls? Titling property jointly with your children as a substitute for a will. While a
Because of the generous capital gains exclusion on selling a primary residence, you may find that you do not owe Federal taxes when it comes
“I can’t hear you… LALALALALALALALALALALA” I recently presented on elder care to seemingly dissimilar groups. Despite their backgrounds, they all had the common bond of
I’m a big believer in discussing elder care with my clients as young as age 50. I use this age as my starting point for
Elder planning is a touchy but important subject. Whether it’s for yourself or that of a loved one, the impact of poor planning is rarely
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, because even entertainment media is
Everything was going fine until… *INSERT EXPENSIVE PROBLEM HERE* happened. A common complaint I hear: Diving deeper into this issue I often find that the real
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