by Christine | Jan 9, 2016 | Charitable Giving, College Planning, Estate Planning, Gift |
Even though 2015 just ended, consider some of these money matters, which could provide you with a fiscal advantage for 2016! While some of these tasks may be considered end-of-year financial tasks, it always good to keep them in mind during the year too. US News...
by Christine | Dec 24, 2015 | Charitable Giving, College Planning, Estate Planning, GIfting, Individual Retirement Accounts (IRA) |
Before you plan your New Year's Eve festivities, take some time for end of the year financial tasks. Tidying up money matters before the year's end will help you begin the New Year with a fiscal advantage! We love making New Year's resolutions. But more...
by Christine | Aug 28, 2015 | Advanced Health Care Directive, College Planning, Durable Power of Attorney For Finances, Estate Planning, Wills |
Unless you have the proper legal documents in place, once your child turns 18, you no longer have access to their health information or academic information and most importantly, you do not have the legal right to make medical decisions on their behalf. Preparing...
by Christine | Mar 18, 2015 | Asset Protection, College Planning, Estate Planning, Tax Planning |
Given the rising cost of most college tuitions, the complexity of college loan agreements and the difficulty for most middle-income families in simply maintaining their budget for ordinary daily household expenses, planning for your children’s college education is an...
by Christine | Feb 17, 2015 | Asset Protection, College Planning, Estate Planning, Roth IRA, Tax Planning |
There are three basic tax advantaged vehicles to help save for college: 529 plans, Coverdall Education Savings Accounts and Roth IRAs. Saving for college? Consider three tax advantaged tools to help fund your child’s or grandchild’s education: 529 plans, Coverdall...
by Christine | Jan 22, 2014 | Annuity, College Planning, Estate Planning, Trusts |
People who take good care of their children take good care of their money, and people who take good care of their money take good care of their children. Money can bring about both the good and the bad, depending on how one uses it. So you can imagine how concerning...
