Managing Student Loan Debt
Are you dealing with student loan debt? Have you explored ways to try and restructure it or have it forgiven?...
For Retirement, Income Matters as Much as Savings
Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between...
A Look at HSAs
Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them:...
The Importance of Equitable Estate Planning
Suzanne is widowed and has four adult children. Her investment portfolio is worth $1 million, and she owns a bed-and-breakfast...
Fear Must Not Inhibit a Financial Strategy
Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will...
Talking to Your Heirs About Your Estate Plan
Talking about “the end” is not the easiest thing to do, and this is one reason why some people never...
Should We Reconsider What “Retirement” Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a...
Year-End Charitable Gifting
Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print”...
Why Life Insurance Will Always Matter in Estate Planning
Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the...
The Republican Tax Reform Plan
Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan...