Helping Your Aging Parents with their Finances
Your parents likely taught you all about money, helped you open your first bank account, and gave you an allowance. Sadly, over time, these roles frequently reverse themselves. So helping…
Important Financial Actions after the loss of a spouse
The loss of a spouse is challenging emotionally and financially. Death is an uncomfortable subject and few of us have prepared sufficiently to deal with the aftermath. However, if you…
Annuities | Money | Retirement | Savings
8 Myths about Annuities
For many years annuities have received a bad rap from celebrities such as Suzie Orman, Dave Ramsey and many more. When it comes to planning for your retirement, you probably…
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were…
Should You Repay Debt or Save for Retirement
It’s a difficult choice between repaying your debt and saving for your future retirement. Which one do you choose to get the maximum benefit and results? Let’s get our house…
Dealing with Debt In Retirement
You might dream of traveling, playing golf, or spending time with the grandchildren when you retire. You’re probably not dreaming about paying on your debt. Ideally, none of us would…
Lesson Learned from my Grandfather: Common Habits of People with Persistent Financial Challenges
Most financial challenges aren’t solely due to unfortunate events. They usually have a foundation of poor financial habits. With effective habits, most financial challenges can be handled. With improper financial…