02 Feb How to get Dad’s permission to help with his finances, and the needed legal docs
Broaching the topic of estate planning with elderly loved ones. ...
02 Feb Maximizing Social Security when one spouse has health issues
Making a smart Social Security decision when one spouse has health issues. ...
30 Jan The lowdown on Required Minimum Distributions (RMDs)
When you have multiple IRA and annuity accounts, Required Minimum Distributions (RMDs) can be complicated....
29 Jan Age difference, when to start Social Security, top retirement questions for couple
Posted at 13:12h
in Money Makeovers
When a married couple has an age difference, planning is essential. ...
28 Jan Using a donor advised fund for charitable giving
A donor advised fund can be a great way to give to charity and help your tax and estate planning. ...
26 Jan How and when to fund a 529 Plan
Be cautious before you gift money for college. ...
21 Jan Using a second home as a rental
Using a second home as a rental home requires lots of consideration....
21 Jan What to use first? A 529 Plan or an UTMA?
Strategies for spending money in a Uniform Transfer To Minors Act account....
16 Jan Protecting college money for grandkids from spendthrift parent
529 plans are a good option for college savings, especially if you want to protect the money from a child's parent. ...
15 Jan (Home) buyer beware
Posted at 18:12h
in News You Can Use
Homebuyers have few protections, unless you have the money to take a seller to court. ...