Investments

How to Plan For a Kid Who Can’t Handle Finances

Oct 20, 20162 min read

How to Plan For a Kid Who Can’t Handle Finances

Many parents face this issue, says NJ 101.5 in its recent post, “When you don’t trust a child with money.” There are some children,...

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Kimberly Hegwood

Sep 14, 20163 min read

Reverse Mortgages Are Back in Style

One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...

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How to Take that First Required Minimum Distribution from an IRA

Kimberly Hegwood

Aug 19, 20162 min read

How to Take that First Required Minimum Distribution from an IRA

If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...

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Make That Required Minimum Distribution go Directly to Your Favorite Charity

Kimberly Hegwood

Aug 9, 20162 min read

Make That Required Minimum Distribution go Directly to Your Favorite Charity

Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...

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Kimberly Hegwood

Aug 2, 20162 min read

How Will the Greatest’s Estate Planning Match Up in Probate?

All of the details of Ali’s will have not been uncovered after his recent death. Nonetheless, Investment News says in “How will Muhammad...

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Kimberly Hegwood

Aug 1, 20163 min read

Planning Ahead for Medicaid

The good news is that you’re going to live a long life. The bad news is that you may face the difficult transition of requiring nursing...

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Pop Songstress’ Estate Arguing over $11 Million Dollar Tax Bill

Kimberly Hegwood

Jul 29, 20161 min read

Pop Songstress’ Estate Arguing over $11 Million Dollar Tax Bill

Some of the money that’s owed is from Whitney’s song and performance royalties. There’s also a $9 million dispute over the value of her...

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Kimberly Hegwood

Jul 12, 20162 min read

Will My Heirs Be Hit with a Double-Whammy: State Estate Taxes Along with Federal?

The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have increased the amount that you are...

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Kimberly Hegwood

Jul 8, 20163 min read

Roth IRA or Traditional IRA? That is the Question

When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...

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Retirement Advice from TV’s Golden Girls

Kimberly Hegwood

Jul 4, 20163 min read

Retirement Advice from TV’s Golden Girls

Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...

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Kimberly Hegwood

Jun 30, 20162 min read

Preparing for the Unexpected

Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...

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Estate Planning Mistake No. 122: Neglecting Beneficiary Designations

Kimberly Hegwood

Jun 29, 20162 min read

Estate Planning Mistake No. 122: Neglecting Beneficiary Designations

Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...

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The 411 on Health Savings Account Rollovers

Kimberly Hegwood

Jun 24, 20161 min read

The 411 on Health Savings Account Rollovers

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...

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How to Prepare for the Unexpected Loss of a Spouse

Kimberly Hegwood

Jun 23, 20161 min read

How to Prepare for the Unexpected Loss of a Spouse

While some decisions may be put off because they’re too personal, there are decisions that need to be made that are simple and...

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Kimberly Hegwood

Jun 17, 20162 min read

The Three Top Fears in Retirement

Baby boomers have begun to think about several concerns as they prepare for retirement. A recent survey found that of the top fears of...

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Kimberly Hegwood

May 12, 20162 min read

Dying Without a Will and What Happens to Your Stuff

Every state has intestacy laws that govern whom among a deceased’s relatives will receive the property and assets when there’s no will or...

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Kimberly Hegwood

May 9, 20161 min read

Ten Mistakes Not to Make with an Inherited IRA

One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens,...

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Kimberly Hegwood

May 5, 20163 min read

Financial Regrets That Will Haunt You Forever

Financial regrets—we’ve all had some. But in “8 Financial Decisions You’ll Regret Forever” Kiplinger asked financial planners and...

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Kimberly Hegwood

May 2, 20162 min read

How to Afford Your Retirement

Take a look at Kiplinger’s “12 Ways to Go Broke in Retirement” and learn how to avoid them. Relying on a single source of income....

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Kimberly Hegwood

Apr 11, 20162 min read

Reviewing the Roth Recharacterization

Why recharacterize? The top reason people do this is because the account has declined in value. A recharacterization cancels out the...

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