Summit Sounds Off
10 Money-Saving Travel Tips
Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow... Read More
How Much Money Should a Family Borrow for College?
There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much... Read More
Test Your Knowledge of Financial Basics
How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you’ll find details to... Read More
The Transformative Rise of Women in the Workforce — and the Remaining Gaps
By Dr. Jeff Rosensweig In his 2018 State of the Union (SOTU) address, President Donald Trump noted many jobs were created for women during his first two years as president. He... Read More
Year-End Charitable Tax Planning
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
What Happened to Your Money?
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
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
College Prep 101: The Importance of Adding a Durable Power of Attorney and a Health Care Directive to Your To-do List
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
Gray Divorce – Financial Considerations
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
Key Retirement and Tax Numbers for 2018
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
The Health-Wealth Connection
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
Video: Elder Care – Providing for Our Parents
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!
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
The Retirement Income Challenge
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
The Long-Term Care Conundrum
How does one deal with a risk that has a high probability of occurrence, an unquestionably high cost when it happens, and insurance products meant to hedge the risk... Read More
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