4 min read
Year-End Financial Planning Checklist
With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review between now and the end of the year.
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Planning for Inheritance
To ensure your assets are distributed in accordance with your wishes, detailed financial planning is essential. Without a legal will, up-to-date...
5 min read
Financial Planning for the Sandwich Generation
If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...
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Tax Planning Strategies for Non-Taxable Estates
Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...
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What To Do (and Not Do) After Being Laid Off
About 40% of U.S. workers will lose their job at some point in their career. Being laid off can leave you feeling rejected, sad, or even angry — even...
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5 Essential Things to Discuss With Aging Parents
If you have aging loved ones, filling out an advance medical directive and researching care homes are probably not high on your to-do list (or...
3 min read
Multiple Retirement Accounts? Here’s What To Consider…
As we age, we accumulate things: workout equipment, kitchen gadgets and 401(k) accounts from different jobs. The workout equipment and gadgets may be...
4 min read
Estate Planning: How to Avoid Common Pitfalls and Costly Problems
Many Americans don’t have an estate plan because they don't like to think about a time when they will no longer be around. It's understandable, but...
3 min read
The Bobby Bonilla Retirement Plan
Every year, retired professional baseball player Bobby Bonilla receives a check from the New York Mets for $1,193,248.20. He has received this amount...
3 min read
How to Talk to Your Family About Your Estate Plan
The “Godfather of Soul,” James Brown, who passed away in 2006, had a noble vision for how he wanted his assets distributed. His will included $2...