With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is... Read More

If you don’t know what happened to your money during the past year, it’s time to find out. December and January are the perfect months to look back at... Read More

  Talking to Your Teen About Money You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking... Read More

The “to-do” list for sending a child off to college might seem virtually endless—registration, shopping, dorm decorating, goodbyes (sniff, sniff). Probably the last thing on any parent’s mind before... Read More

Although divorce is a difficult transition at any age, divorce at or near retirement carries distinct financial uncertainty. Preparing for the cost of two separate retirements with a limited... Read More

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here... Read More

It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more... Read More

Providing for Our Parents:   Nearly one third of all American households are caring for an elder parent. This video provides 8 steps to take when caring for your... Read More

It’s Time for Baby Boomer RMDs! In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special... Read More

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More