Topics
Topic:
Family Planning
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Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions
Enrolling in Medicare is like being blindfolded and asked to navigate a maze you’ve never seen before with a crowd all yelling out different directions to you. All the while knowing the consequences of a wrong decision can last a lifetime. Medicare Made Easy breaks down each component of Medicare and walks you through, step…
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My loved one passed away. What now? A financial advisor may be a valuable resource.
My dad recently passed away, and a month prior, a very dear client passed away. Both left their spouses to handle the finances, and although they left their affairs organized, extensive detective work was still necessary. Once the initial shock of losing someone subsides and the ceremonial procedures are over—what do you do now financially?…
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Intergenerational Planning: Time to Start Planting Seeds
It takes the average recipient of an inheritance 19 days until they buy a new car.1 Over the past several years, some of our clients have participated in client advisory boards in which they tell us what they want and what keeps them awake at night. One of the biggest challenges is bringing up finances…
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Could a reverse mortgage be right for you?
If you are up late at night, you might have seen the TV commercials with your favorite stars of yesteryear and thought that reverse mortgages were only needed if you had nothing left—a last resort whenever every other option has been exhausted. Changes to the FHA insured Home Equity Conversion Mortgage, or HECM, have changed…
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Thoughts before Funding a 529 Plan
The new tax law was amended to allow tax-free distributions of up to $10,000 per year from a 529 plan for elementary and high school costs starting in 2018. This is an added benefit and can be an advantageous tax break for parents starting to save for their young child’s education. College costs have outpaced…
