My Ship Came In—What Do I Do Now?
We’ve all probably daydreamed about it at one time or another: you get a certified letter from a law firm informing you that your distant (and very wealthy) relative has passed on and has left you a...
View ArticleOn the Road: Are You Cut Out for the RV Lifestyle?
Many folks who are counting down the last few days until retirement have a date circled in red on the calendar: the day when they cash the check for the sale of their home, climb into their RV, and hit...
View ArticleNo Kids = No Need for Estate Planning? Not Really
For many, the image that comes to mind with the phrase “estate planning” is a will that explains how their property should be divided among their heirs—typically a spouse, children, and possibly...
View ArticleTips for the College-Bound and Their Parents: FASFA Changes for 2024-25
Most parents who have kids within two years of college enrollment know about the FAFSA—the Free Application for Federal Student Aid. Each year, thousands of parents and students fill out the...
View ArticleReading the Map: Where to Focus during Different Stages of the Financial Journey
The story is told of an occasion when comedian George Burns, who had recently passed his 100th birthday, was asked, “What’s the best thing about living past 100?” The old comic, without batting an eye,...
View Article“Commencement” Means “Beginning”: Financial “Pro Tips” for Those Graduating Soon
Though August still feels like summer for many parts of the country, it’s also the time of year when the retailers start running “back-to-school” sales, when parents start figuring out the morning and...
View ArticleGrandparents, Gifting, and Getting an Education: Smart Tips for 529 Plans
Thousands of parents and grandparents have discovered the advantages of 529 plans for education funding. These tax-advantaged accounts, administered by the states, can provide much-needed funding for...
View ArticleMaking Smart Decisions about Your Inheritance
You may have heard the humorous proverb: “The rich are different from us—they have more money.” Interestingly, many people who most of us might think of as rich tend to not think of themselves that...
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The Presidential Election and the Markets: Does It Matter Who Wins?
We might as well state the historical facts right up front: the financial markets are not affiliated with either the GOP or the Democratic Party. In fact, over the past ninety years, the stock markets...
View ArticleStaying Safe Online, 2.0
We’ve written previously about the importance of being smart about your online footprint and securing your vital financial and personal information. But just in case you don’t want to read that...
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