Taking Your Dream Vacation
Safety Steps When You Go Away Yay – You’re Going Away!But before we pack up the station wagon and take the family out on the “Holiday Road”, let’s make sure we are prepared. Travel safety begins before you even leave the house. From making sure your home is secure to brushing up on travel restrictions wherever […]
IRA Mistakes To Avoid
SECURE ACT Changes to IRAs You Should Know… The SECURE Act took effect Jan. 1. The changes to IRA provisions, set forth below, may impact any number of types of IRA (e.g., traditional, Roth, inherited, deemed, Simple and SEP). Post-Death Minimum Required Distributions Accelerated—Elimination of the Stretch IRANew Rules: In general, distributions after death of the […]
IRA Mistakes To Avoid
Required Minimum Distributions(RMDs) & What To Do The body content of your post goes here. To edit this text, click on it and delete this default text and start typing your own or paste your own from a different source.
Do I Need A Will?
Who Needs A Will Anyway? WHO NEEDS A WILL?We know what you’re thinking; I’m young and single—I don’t need a Will, right? Maybe. Here’s a quick look at who needs a will and who can get away without one (for now).What does a Will really do?If you pass away and have a Will: Your property and […]
Saving vs Spending
Trying to find the balance: Do I spend for today or save for tomorrow? The battle that we wage Should I spend money today (to enjoy life) or save for the future? This is a common dilemma faced by most people. The amount of money you have is (sadly) limited. Naturally, you have to decide whether to […]
Do I Need More Than A Will?
Other Legal Documents To Consider As Well I GOT A WILL, AM I ALL SET?The short answer is no, probably not. There are some other legal documents that you should have to go along with your Will. A reminder – these documents should be kept in a safe place that someone else knows about and […]
Life Insurance Explained
Term vs Perm: It’s kind of like renting versus owning Let’s start with the simple premise that no matter who you are, that your life has significant, whether that value is to your family, or to your community, or both. The question is how do you replace that value if you are no longer around […]
Life Insurance – Who’s got you covered?
I’m All Set, I’ve Got Life Insurance Through My Employer Benefit Plans Are EssentialThe insurance coverage(s) provided through your employer sponsored benefit plans are important pieces of your financial plan. Think of them as the building blocks of your financial “house” (savings & investments). Without these critical coverages in place, then all it would take […]
Warning Signs of Diminished Capacity
5 Signs To Watch For With Financial Capability Most of us probably think we know what to look for when a loved one is showing the signs of diminished capacity. But have you ever studied the subtle signs that should serve as red flags for you? Now is the time to learn more. There are […]
Talking To Someone About Dementia Symptoms
6 Tips To Start The Conversation On Dementia With A Loved One For most of us the idea of broaching the subject of possible warning signs of dementia with a loved one is difficult, but for adult children with their parent it can feel overwhelming according to Alzheimer’s Association “…people are worried about hurting a […]