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....
30 Jan Term versus permanent life insurance
Choosing the right kind of life insurance depends on your goals and your budget. ...
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. ...
23 Jan When can I afford to retire?
You need to understand your income sources in retirement before you take the plunge....
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....
20 Jan Avoiding red flags when you donate stuff to charity
Before you take a deduction for donating household goods, be sure to follow IRS guidelines. ...