Did you know that September 16 is National Stepfamily Day? We prefer the term “Blended Families’, rather than conjuring up Cinderella’s wicked stepmother, or the wicked queen of Snow White fame. [...]
It’s still the beginning of the year, and tax time is just ahead. This is when many people take stock of where they are, financially. What might you get back as a tax refund? What might you owe? [...]
The days between January 1 and tax filing day, April 15, 2019, represent a unique opportunity for retirement planning. During this time period, you can ‘true up’ your full contribution for 2018, [...]
The end of one year and the beginning of another makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your [...]
I’ve been working with “Sheila” for a few months now – developing her divorce financial plan. She’s certainly not a-typical – there is a lot to consider. Three children, a small business, merged [...]
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t [...]
Your attorney may not be available to assist you with this part of the divorce follow-up. Often, once the documents are signed and the divorce approved by the judge, your attorney’s job is [...]
We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not [...]
I recently hosted a seminar designed to give women the tools they need for financial empowerment. While speaking with these women I was reminded that one of the biggest barriers to women feeling [...]
The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as [...]
