7 Predictions For The Year-Ahead
Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to emphasize to my clients, these analyst projections are nothing more…
Can You Overcome Your Resistance To Parenting Your Aging Parent?
It’s uncomfortable. The idea that you have to tell your elders what to do or take over things for them…
Don’t Need Your 529? Turn It Into A Roth IRA
Don’t Let Your 529 Go To Waste If you set up a 529 education plan for your children or grandchildren…
How A Child IRA Can Help Reduce Your Tax Liability
As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out…
How To Make Your Family’s Wealth Last For Generations
By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much…
Why Increased Longevity Means You Need To Rethink Your Retirement
It’s no secret that many people today are living longer compared to previous generations, extending their retirement years well into…
5 New Years’ Resolutions For Retirees
It’s always a good idea to revisit your retirement plans to see how you can make changes that can help…
A Child IRA For Your Kids Or Grandkids
The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that isn’t…
Mortgage rates rise for second straight week, highest since July
Mortgage rates spiked this week to the highest level in five months, ending the year slightly higher than where they…
Corporate Transparency Act Filing Requirements Reinstated: Act Now
Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13,…
Top personal finance New Year's resolutions for 2025
The elevated inflation in recent years continued to wreak havoc on many Americans' wallets in 2024, but the start of…
Why You May Need To Rethink Your Retirement, Work And Spending
Most workers approaching their retirement years haven’t saved enough money to retire full time at age 65 and continue their…
GOP Budget Squabble Puts The Older Americans Act At Risk
The Older Americans Act, the umbrella federal law that includes programs such as Meals on Wheels, senior transportation, information services,…