IT'S ALL ABOUT MONEY MANAGEMENT

  • Why Life Insurance Matters

    Why Life Insurance Matters November 2015 - Besides the death benefit, it may also help you financially during your life.

  • Teaching Your Heirs to Value Your Wealth

    Teaching Your Heirs to Value Your Wealth October 2015 - In a 2015 CNBC Millionaire Survey, 44% of families having at least $1 million in investable assets said that they had not yet told their children about their future inheritance. Another 27% said they had refrained from mentioning it until their children were 30 or older.

  • Are You Committing These Financial Illegalities?

    Are You Committing These Financial Illegalities? September 2015 - Some people make money moves that may get them in trouble: they may unintentionally break the law or flirt with illegal behavior, and pay tax penalties for their indiscretions. Here are examples.

  • Rehearsing for Retirement

    Rehearsing for Retirement August 2015 - Try living as a “retiree” for a month or two before you commit to leaving your career. Financially and mentally, you can “rehearse” for the third act of your life while still enjoying the second.

  • When a Minor is a Beneficiary

    When a Minor is a Beneficiary July 2015 - If you fail to appoint a trustee or a property guardian for a minor through your will or living trust, then you leave it open to the courts to decide who that trustee or guardian may be.

  • The Psychology of Saving

    The Psychology of Saving June 2015 - How many households have the right outlook to build wealth? It may depend not only on cash flow, but also on psychology. Saving can become a commitment, not a chore—and chores are often postponed.

  • Will Baby Boomers Ever Truly Retire?

    Will Baby Boomers Ever Truly Retire? May 2015 - A majority of boomers expect to work in their sixties and seventies, and that expectation may reflect their desire for engagement rather than any economic desperation. Here are tips to note.

  • Will You Have to Pay Back Health Insurance Credits?

    Will You Have to Pay Back Health Insurance Credits? April 2015 - If you received a 2014 health insurance subsidy, you may have to pay a percentage back. Two new federal forms will help you find out. Or you might claim a Premium Tax Credit and get a refund.

  • Avoiding the Common 1040 Mistakes

    Avoiding the Common 1040 Mistakes March 2015 - No one wants to delay their federal tax refund, so filling out your 1040 form correctly is essential. Don’t make these common mistakes—little slip-ups that aggravate both the IRS and the taxpayer.

  • Why Financial Planning is Important

    Why Financial Planning is Important February 2015 - “Failing to plan is planning to fail.” To avoid becoming overwhelmed with financial planning, try taking it one step at a time, starting with the basics.

 

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