Posted on Friday, December 9, 2016 by Robert Coode
With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.
Posted on Friday, December 9, 2016 by Lou Trivisonno
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
Posted on Wednesday, December 7, 2016 by Bob Coode, CSA
If you’re 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. You might be surprised by how much your nest egg could grow late in your working career.
Posted on Wednesday, December 7, 2016 by Deborah R. Marino
It is difficult enough to deal with the emotional loss of a loved one. But what if your deceased loved one’s financial documents – particularly their life insurance policy or policies – have been misplaced, or simply can’t be found?
Posted on Tuesday, November 8, 2016 by Bob Coode, CSA
When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you.
Posted on Friday, November 4, 2016 by Robert Coode
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.
Posted on Friday, November 4, 2016 by Charris Nelson
Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment Period. Here is what you might want to consider changing for the coming year.
Posted on Wednesday, October 5, 2016 by Bob Coode, CSA
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
Posted on Wednesday, October 5, 2016 by Robert Coode
If you’re eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. Given the high cost of medical care, you might find it hard to turn down an early-retirement package that includes such coverage.
Posted on Wednesday, October 5, 2016 by Lou Trivisonno
Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial situations.