FINANCIAL LEARNING
New car seat guidelines indicate child’s size should be considered over age
Infants should ride rear-facing for "as long as possible," according to a leading pediatricians group Parents with young children should...
How To Determine Your Net Worth
The list of financial health indicators is extensive. Credit scores and savings milestones and investment portfolios all work together...
Consumer confidence hits 18-year high
Confidence among American consumers rose in August to the highest level in nearly 18 years as their assessment of current conditions...
The Tale of the “Big One”
This young guy is Miles, my youngest grandson. He’s five and starting Kindergarten this week. Last Friday we went fishing. The older...
When Does It Make Sense To Talk To A Financial Advisor
The Flattening of the Yield Curve
Why are investors and economists getting nervous about Treasury yields? What is the yield curve, and why is the financial media writing...
Why Having a Financial Professional Matters
A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for...
The Move Toward Fee-Based Advisory Accounts
Why financial professionals are changing their business models. A major shift has occurred in the financial world. More and more...
What Should You Keep?
Even with less itemizing, there are still tax documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake...
Bad Money Habits to Break
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If...
TSP Withdrawal Options Are Changing
New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new...
6 Common Myths About Estate Planning
While it may be a task that's low on your to-do list, estate planning can provide guidance for your loved ones in the future. It will...
6 Reasons Why Financial Planning Isn’t Just for the Wealthy
There's an unfortunate divide when it comes to financial planning. The lower your income, the less likely you are to have a financial...
How to figure out elder care for your aging parent
For T.J. Mancuso, 40, of Apex, N.C., the health of his parents took center stage five years ago when a medical condition left his father...
Say hello to the No. 1 threat to your $11 million inheritance
Attorneys, accountants point to family conflict as the biggest threat to estate planning. Tax reform and market volatility follow,...
You need to earn $418,000 to buy a home in NYC—here’s what you need in other major US cities
In many major U.S. cities, it's becoming more costly than ever to purchase a home. "Over the past decade, home prices in almost all...
What You Need To Know About Social Security And Medicare Changes For 2018
Each and every year we see some small changes to Social Security and Medicare. This year is no different. How much you will receive from...
Make sure this key ingredient is part of your retirement
While improving behavior will help at any age, it won't make up for years of unhealthy actions that have led to chronic conditions from...
Here’s how the new federal tax law may impact you
Whether you are a business owner or just filing personal income taxes, be aware of the changes brought about by the Tax Cuts and Jobs...
Social Security Benefits: Don’t Forget The Kids
Who thinks of children when talking about Social Security? It may not be a common word association, but perhaps it should be. The Social...
A Must-Read For Moms: 5 Financial Tips
Written by Judith Ward, Contributor at Forbes.com Women face a number of gender-specific risks when it comes to money. According to U.S....
Take These 7 Steps Today to Make Filing Next Year’s Taxes Less Painful
According to the Internal Revenue Service, more than 33 million Americans waited until the last two weeks of tax season to file their...
Provision Care Foundation
Friends, None of us have escaped a relative, friend, neighbor, or even a personal bout with cancer. It is no respecter of...
When to Take Your RMD (Required Minimum Distribution)
A common question we get every year is, “When should I take my RMD?” Those of you who will be 70 ½ this year will need to take your...
At Granddaddy’s on Sick Days
During the recent days when school was out due to the widespread illness, my grandsons stayed with us on a Thursday and Friday As you...
Tell Your Beneficiaries About Your Accounts and Policies
Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will...
Is a SEP IRA Plan Right For You?
Do you work for yourself? Is your business too small for a 401(k) plan? If so, you should really consider establishing a SEP IRA plan –...
Why You Should Have an Online Social Security Account
In monitoring your Social Security profile, you may help to thwart fraud. Could your personal information soon be stolen? The...
Keeping This Correction in Perspective
After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may...
Getting Your Financial Paperwork in Good Order
Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in...