Things to check and double-check before you leave this world. Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who leave this world without their financial affairs in good order risk leaving...
5 Common errors to avoid + 2 big factors to consider. Most families that start 529 college savings plans have done their “homework” about these programs. Missteps are made, though, often with the distribution of 529 plan assets. Here are some of the major gaffes, and...
Many myths surround these popular estate planning tools. Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think they can accomplish much more than they really do. Here is a realistic assessment...
A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to that addressing financial matters related to a family member’s passing may be put on hold. This should...
WEEKLY QUOTE“One must shy away from questionable undertakings, even when they bear a high-sounding name.” - Albert Einstein WEEKLY TIP Collaboration among investment, legal and accounting professionals may make a big difference in the scope and execution of a financial strategy. WEEKLY RIDDLE Which positive whole number can...
MONTHLY QUOTE“Rumor travels faster, but it doesn’t stay put as long as truth.” – Will Rogers MONTHLY TIP Having a baby? Be sure to double-check your health coverage to see if it covers prenatal care, various delivery options, nursery costs and more. MONTHLY RIDDLE A woman has 5 daughters and...
WEEKLY QUOTE“People often say that motivation doesn’t last. Well, neither does bathing – that’s why we recommend it daily.” - Zig Ziglar WEEKLY TIP As you retire, look at the changes in your expenses. Will your mortgage soon be paid off? What business-related expenses will disappear, and what...