Every day, roughly 10,000 baby boomers retire and nearly half of them have less than 5% of their annual income saved for…
Family
Saving for your child’s college can be easier than you think — and here’s how
Having a child comes with many added expenses, but does your budget include saving for your child’s future college expen…
Alternative inheritance strategies for blended families
Blended families have outpaced the traditional nuclear family in the U.S. In fact, less than half of the children in the…
Ways to cut the rising cost of raising kids
The average cost of raising a child from birth until their 18th birthday is $233,610, according to the most recent study…
How to gift a Roth IRA for your children or grandchildren
Some sources suggest that Albert Einstein once declared, “Compound interest is the eighth wonder of the world. He who un…
Preplanning Your Funeral: 7 Things to Consider
Let’s face it. No one likes thinking about death and dying — or their own funeral, for that manner. In fact, only …
How Special Needs Trusts and ABLE Accounts Work Together
As we discussed previously, the Achieving a Better Life Experience (ABLE) account was a significant advancement towards …
Financial Fundamentals of Gifting to Others
Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…
Transferring Assets at Death: Wills and Probate
Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…
3 Money Tips to Manage Your Holiday Spending
The holiday season is one of the most wonderful times of the year, filled with festive music, visits with loved ones and…