Are You Prepared to Care for an Aging Parent?

There’s no denying it: your parents are getting older. The people who took care of you now need your care. They will need help making decisions about their health care, plus their personal and financial matters. Maybe you already began taking on that responsibility...
Comparing Financial Aid Options

Comparing Financial Aid Options

College tuition costs have continued to rise tremendously over the past few decades, and rising costs can have a hefty impact on payment strategies. Families tend to utilize a combination of tools for college expenses that include at least some of the following:...
Maximizing Tax Deductions & Credits for 2017

Maximizing Tax Deductions & Credits for 2017

There’s a number of potential deductions and credits that can be used to your advantage when filing your taxes. There’s  the possibility that some people may have overlooked some of these deductions in the past. As we highlight a few of the more broadly available...
Money Moves For Your Year End Financial Checklist 

Money Moves For Your Year End Financial Checklist 

Over the past year, many individuals and families have considered or developed a number of strategies to nurture and protect their wealth. As 2018 moves closer, we’ll share some money moves and strategies that may be beneficial to explore or revisit as the year comes...
Social Security: Spousal and Survivor Benefits

Social Security: Spousal and Survivor Benefits

We’ve previously examined several key pieces of information to keep in mind while working on Social Security planning. A great deal of this information has been in relation to an individual’s planning; when looking at Social Security strategies for married couples,...