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Financial Planning

Well, it was inevitable. Everything else is going digital. Social Security is following suit. By the end of the summer the Social Security Administration...
DON’T! DON’T! DON’T! If you get an email from Social Security saying your statement is attached DO NOT open it. It’s the latest scam...
A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
There have been a lot of significant additions to American society during the life of the Baby Boom Generation—TV remotes, cell phones, the internet,...
Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve received your portion. The question...
You know you’ll have to do it someday. In fact, you’re probably looking forward to it; the day you sign up for Social Security...
529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...
“What in the world does that mean?”  I can’t tell you how many times I’ve been asked that question during more than 30 years...

7 Credit Demons

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Good credit is one of the keys to financial success. It can assist in getting better interest rates on loans, determine whether someone rents...
You just got the final draft of your estate plan. It includes your exact wishes for disposition of all the major assets—stocks and bonds,...