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Caring for Parents and Children — 5 Things to do NOW

By |2017-05-09T22:13:52-04:00June 29th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

The Sandwich Generation:  A colorful label for the people who find themselves providing financial, emotional and physical support for both their aging parents and their children at the same time.  According to a 2013 Pew Research [...]

College Planning — 7 Steps to Keep Your Money & Your Sanity

By |2017-05-09T22:13:30-04:00May 21st, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , |

One of the most financially savvy gifts a parent or guardian can give their child is to send them to college. Even with student debt, the difference in a college graduate’s lifetime earnings vs that of [...]

The myRA Retirement Accounts are Now a Reality

By |2015-01-27T13:40:22-05:00January 27th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

Way back in February 2014, I penned a blog about a new option for workers whose employers did not have a workplace savings plan. It was dubbed the myRA and was designed as a starter savings account. [...]

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Good News for 529 Plan Savers

By |2014-12-30T17:03:45-05:00December 30th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

Call it a holiday gift. Thanks to legislation passed in December, beginning in 2015, owners of 529 accounts will be able to change the investment options on their existing plan contributions twice per calendar year instead [...]

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Life Insurance Riders that Pay for Long-Term care

By |2017-05-09T22:13:22-04:00November 20th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance provides financial protection against the potentially high cost of long-term care. If you find yourself in need of both types [...]

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