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A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you. 

Discussing death is never a pleasant aspect of financial planning, but it’s certainly one of the most important. While no one likes

As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes, but now is a good time to review your financial situation before the books close on the year and take steps to try to avoid a large

Younger generations have the majority of their lives ahead of them, but there is also a lot still holding them back. Between student loans, car loans, and credit cards, this generation has plenty to pay back before they can move forwar 

According to

Just because your child is about to enter college doesn’t mean you’ve run out of time to save money.

It’s a common myth that if your child is about to head to college or is already in college, you’ve reached a point when the only thing left to do

The middle of each calendar year marks an excellent time to review the health of your current financial plan. Life events, taxes, and market conditions can all dramatically affect your financial security.  

A review of your personal finances is a

Saving for the future doesn’t just mean saving for retirement. It may mean saving for your children’s education or saving for children in general. It may also mean savings for a vacation or upcoming major purchases ranging in price from a new home

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money. For example, if you received an email from a

Not so long ago, the phrase “socially responsible investing” might have brought to mind environmentalists keeping their investment dollars out of companies they believed to be damaging the earth or animal rights activists rejecting companies who

There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for retirement.

Some are completely unprepared. The Employee Benefits Research Institute (EBRI)’s 2017 Retirement Confidence Survey found

Having a long-term financial plan gives your logic a leg up over your emotions during times of market volatility.

When stock markets are highly volatile, the roller coaster ride can test even the most stoic of investors. But those with a

You have worked hard, managed your finances well and invested wisely to protect your future and to care for your family. It’s crucial not to lessen your vigilance when it comes to your estate. The American Taxpayer Relief Act has lulled some

With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend to be tied to

Back in May, an angry constituent asked Congressman Raul Labrador, an Idaho Republican, why he had voted for the House health care bill, which the constituent claimed would cause people to die for lack of Medicaid funding. The Freedom Caucus  member

Whether you owe money for credit cards, personal loans, or student loans, making it a priority to pay off debt can save you big bucks. In fact, paying debt off early can save thousands of dollars.

As we are more than half way into the year, it’s

Section 529 of the tax code established two types of higher education investment plans that receive preferential tax treatment. The 529 college savings plan allows assets in the account to grow and withdrawals for college expenses to be made tax

Do you feel overwhelmed thinking about retirement planning? It's one of the most common topics we're asked about. One way to make it more manageable is to break it down into a series of decisions:

How much do you need to save?  This is the most

We wholeheartedly agree with the saying, “Travel is the only thing you buy which makes you richer”. However, bank accounts generally don’t. While we’d all love to spend our holidays in a luxurious coma, we find ourselves compromising on little

A recent survey by GOBankingRates  cited creating and sticking to a budget as one of the top financial New Year’s resolutions for 2017. Yet as I talk to people, many have abandoned their budget. When I recently asked a friend why she ditched her