How’d that Valentine Gift Work for Ya This Year?
The article “Plan ahead to reduce stress on loved ones” provides a list of things to consider that would prove important when they will...
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Kimberly Hegwood
Mar 28, 20162 min read
Advice for Grandparents Helping out with Grandkids’ College Costs
529 Accounts. These are a very popular college savings vehicle. The combination of tax benefits and flexibility makes them a good choice...
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Kimberly Hegwood
Mar 25, 20161 min read
Don’t be Overly Ambitious in the New Year!
Here are three simple steps you can take to reduce your stress and improve your financial well-being for the rest of 2016: Talk to your...
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Kimberly Hegwood
Mar 22, 20162 min read
Saving Money with Online Wills and Trusts can Result in More Expenses in Probate
The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...
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Kimberly Hegwood
Mar 21, 20162 min read
Be Brave and Talk about Estate Planning
Whether you’re creating your first estate plan or updating your current plan, review your estate plan every three or four years or after...
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Kimberly Hegwood
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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Kimberly Hegwood
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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Kimberly Hegwood
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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Kimberly Hegwood
Feb 1, 20162 min read
How to React to the Fed’s Rate Hike
Intrafamily Loans. Wealthy individuals occasionally will lend money to their adult children for investment purposes. They also might...
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Kimberly Hegwood
Jan 28, 20163 min read
Two Social Security Strategies are Put to Rest in 2016
Two popular Social Security strategies—”file and suspend” and “restricting an application”—are being eliminated, says a recent Kiplinger...
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Kimberly Hegwood
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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Kimberly Hegwood
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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