Effective communication is the cornerstone of a successful marriage. When it comes to financial goals, open and honest communication becomes …
Saving for Retirement VS Inflation
Inflation can have a significant impact on your retirement savings, making it crucial to have a plan in place to …
The Ultimate Guide to Successfully Blending Finances When Getting Re-Married
Combining finances is a significant step for any couple, but it becomes even more complex when re-marriage is involved. The …
COULD A TRADE SCHOOL BE IN YOUR FUTURE?
The pros and cons to consider when weighing the options When high school seniors start to get their college acceptance …
PREPARE FOR UNEXPECTED EXPENSES WITHREADY CASH
We may not be able to see into the future, but we should try to prepare for it We don’t …
“MY” MONEY‚—OR “OUR”MONEY?
The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …
How to manage your 401(k) when you switch jobs
This article considers all options for managing funds in a former employer’s retirement plan. In the past, baby boomers and …
PROCRASTINATION IS THE BIGGEST BARRIER TO ESTATE PLANNING
Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones The pandemic …
Optimizing Required Minimum Distributions
Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …
The elusive buy/sell strategy of perfect timing
Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …