FINANCIAL LEARNING
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...
Money Habits That May Help You Become Wealthier
Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does...
Long-Term Care Insurance And The Importance Of Developing A Plan
Long-term care insurance provides care for those who need long-term assistance in a nursing home, care at home or adult daycare. What it...
How to Make Financial Decisions While Caring for a Loved One
According to the Family Caregiver Alliance, “An estimated 66% of caregivers are female.” Additionally, “The average caregiver is a...
What Your Startup Needs to Know About Insurance
If you’ve launched a startup, then congratulations! You’ve joined a dynamic part of the economic sector. Nearly 90 percent of all...
Your 2018 Guide to Long-Term Care Insurance
In-home care services and nursing homes are costly and aren’t covered by Medicare. Did you know that Medicare typically doesn't...
Why Life Insurance Has to Be Part of Your Wealth-Building Plan
Opinions expressed by Entrepreneur contributors are their own. The following excerpt is from Mark J. Kohler and Randall A. Luebke’s...
For Millennials, life insurance can be a bargain not to miss
Getting married, buying a house and having kids are all good reasons to purchase life insurance. But if other financial priorities keep...
Estate planning for your digital assets
What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones,...
3 Reasons to Retire as Early as You Can
Time is one of the most valuable assets at your disposal. Unfortunately, many people spend 40 hours a week for 40 or 50 years trading...
IRS Issues Urgent Warning On New Tax Refund Scam – And It’s Not What You’d Expect
Just when you thought you'd read about all of the tax scams: The Internal Revenue Service (IRS) is warning taxpayers about a new - and...
Financial Planning for the Lifespan of a Business
Do you own a business, the lifeblood of employment in our economy? Wonderful! Is the expected future value of your business a primary...
Correcting The Misconception About Long-Term Care Planning
Why The WSJ Is Wrong About Long-Term Care Planning A recent Wall Street Journal article, “Millions Bought Insurance to Cover Retirement...
The Legacy Journey
FROM LEFT: Rick Disharoon, Mike Brown, Conrad Slate, Richard Barbee, Quentin Ledford, Will Parrish “All good men and women...
A Homebuyer’s Guide to Life Insurance
Congrats on your new home! Now it’s time to think about life insurance. How would your significant other handle the mortgage if you were...