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If you’re caring for aging parents, you might find yourself in an interesting position. Your own kids might be in college, or starting their own careers and families. They still need you! Meanwhile, your parents need help with legal and financial issues, or even daily care such as bathing, dressing,…
In addition to your holiday shopping and festivities, you might feel like contributing to a charity at this time of year. But because your charitable donations can help you earn a valuable tax deduction, it’s important to learn the rules regarding these tax incentives. Choose the right charities. You probably…
According to a recent survey, only 24 percent of baby boomers felt confident that they would have enough money to last throughout retirement. An alarming number (45 percent) had no retirement savings at all, and 42 percent had saved less than $100,000. Whether you fall into the confident group, or…
The road to retirement can be winding, bumpy, and full of potholes. It can be difficult to know whether you’re ready to retire, or how to plan your distributions so that your money will last for the rest of your life. Obviously, working with a skilled financial advisor can help…
It’s that time of year again! No matter how carefully you’ve planned and budgeted in the past, there’s always the temptation to overspend during the holiday season. A festive mood (and a bit of social pressure) can push even the strongest among us to whip out the credit card one…
With one percent of people now owning half of the world’s wealth, it might make you wonder if wealthy people have some sort of secret that the rest of us just haven’t learned yet. And actually, that might be true to some extent. There are certainly things you can do…
Whether you are currently retired or still a member of the workforce, there’s a good chance that part of your retirement income will come from Social Security benefits. Since the Administration makes changes to the program on a regular basis, you can’t just make retirement plan and then forget about…
Are you currently maxing out your retirement plan contributions, but still looking for a way to expand your savings opportunities? Do you fall into one of the higher tax brackets, and need a way to pass assets to your heirs while bypassing the estate tax? There are several reasons that…
Retirement planning often involves a sea of complicated decisions, and we find ourselves tempted to compare each savings solution to all of the others. Way to bog yourself down in endless questions and comparisons! A simpler way might be to simply take a look at the merits of each savings…
When your parents and grandparents retired, they might have depended upon a combination of company pension and Social Security. If they did have their own retirement savings, they only had to live off of that money for about a decade. Now that many of us can expect to live 25…
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