Topics
Topic:
Family Planning
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Being Financially Savvy is A Family Business
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and many times we’d like to bequeath…
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Becoming an Investor in Real Estate Rental Properties
Expert Insight for Beginner Rental Property Investors
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Kids Headed to College? You May Want Them to Sign These Four Documents.
Estate planning isn’t often at the top of the priorities list when sending your kid off to college. Allow us to shake things up and bring it straight to the top, at least for some quick consideration. Here’s why: Once your kids turn 18, they are legally adults. Many areas of their life that were…
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The Pros and Cons of 529 ABLE Plans
529 ABLE plans are accounts that can be used to provide for a disabled beneficiary and can be a low-cost alternative to a special needs trust. A 529 ABLE plan is similar to an education 529 plan in that earnings on the contributions are tax deferred and tax free when withdrawn to pay for qualified…
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I’m Traveling Alone and My Phone Got Stolen!
In this technological age where everything is electronic, what would happen if you traveled to a foreign country and your phone was lost, broken, or stolen? I recently traveled to Panama by myself and thought about this type of situation very seriously. My last two trips involved a family member or friend, so at least…
