Family and Finances, Financial Planning, Life Events
Becoming a caregiver for aging parents can be a drain emotionally and can carry financial ramifications both for parents and for the caregiver children. Helping to understand and manage the financial issues involved can make the situation a bit easier for all. In...
Family and Finances, Life Events
This checklist covers 26 of the most important planning issues to identify and consider when you are going through a divorce. It’s structured as follows: Cash Flow Issues Asset & Debt Issues Insurance Planning Issues Tax Planning Issues Long-Term Planning Issues...
Financial Planning, Investing, Life Events
Investors are often confused as to what documents to keep in their files. Records relating to tax and legal matters, healthcare issues, assets and liabilities, as well as other important transactions should be kept in case they are needed in the future. In this...
Life Events, Retirement Planning
There are a few options you can consider when you inherit an IRA from your spouse. The best option will depend upon a variety of factors and the relevant rules and decision points can be confusing. To help make the analysis easier, we have created the “Should I...
Life Events, Retirement Planning
Disability benefits under Social Security can be difficult to understand. There are numerous stringent requirements that must be satisfied before Social Security will even formally review an applicant’s disability. Your circumstances must be considered under the...
Building Wealth, Estate Planning, Financial Planning, Investing, Life Events
Clients can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden,...