Year-End Financial Planning
With the end of 2014 quickly approaching, it is a wonderful time to begin organizing your finances for the New Year. We’ve put together a list of important financial planning topics that warrant consideration. Flexible spending accounts Money that you’ve put away in...
Winter Preparation Check List
Winter Preparation Checklist Are you ready for colder weather and the end-of-the-year rush? Consider using some of these tips to help you save money and time as winter approaches. Ready your home and car Your house and vehicle can be costly to repair if you don’t keep...
Social Security Claiming Strategies for Married Couples
Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount you’ll receive. If you’re married, this decision can be especially...
Preparing Your College Student for Financial Responsibility
For many parents, the thought of a child heading off to college is both exciting and scary. Whether your child is going away to school for the first time or returning for another year, he or she may need help managing money and credit. This article outlines some tips...
Supreme Court Rules on Inherited IRAs
As a result of the Supreme Court’s recent decision in Clark v. Rameker, IRA assets inherited by a nonspouse beneficiary are no longer protected from creditors in a bankruptcy proceeding. Background In 2005, the Bankruptcy Abuse Prevention and Consumer Protection...Ready to Get Acquainted?
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