Investments 2/2

Mar 17, 20163 min read

Singles are People Too and Need to Save for Retirement

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

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Mar 10, 20162 min read

What Will Happen if I Don’t Update my Beneficiaries?

This is a very important step in estate planning because at your death, certain assets pass to beneficiaries named on your accounts. It...

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Mar 7, 20162 min read

Be Brave and Talk about Estate Planning

Thinking about your estate plan can be grim. None of us likes to contemplate how things will be after we pass away. However, the Des...

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Mar 1, 20162 min read

Ways for Grandparents to Fund Their Grandkid’s College

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...

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Feb 12, 20164 min read

Circle that Day on the Calendar!

Print this and post it in a good spot, or add these dates to your online calendar with reminders. January 1 (or thereabouts): This is a...

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Jan 25, 20162 min read

Make it a Happy New Year Money-wise

Get Credit-Healthy. It’s pretty tough to be financially healthy if your credit-related life is in the dumpster! What can you do to fix...

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Jan 19, 20162 min read

Neglecting Estate Planning Can Be Costly for Your Heirs

Estate planning is a complex area of the law. There are many rules that can change from year to year and from state to state. The Motley...

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Dec 24, 20152 min read

I’m Retired… Now What?

We spend most of our adult lives planning for retirement. However, there are those that don’t plan—or don’t plan enough—for what to do...

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Dec 16, 20151 min read

Watch Out For Robots Taking Over Your Brokerage!

Robo-advising, as it’s been called, has increased in popularity over the past few years. It’s being popularized by companies like...

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