Retirement Calculator Basics

Retirement Calculator Basics

Google “retirement calculator” or “financial calculator” and you’ll easily find hundreds or thousands of sites. Most people looking for a retirement calculator are trying to figure out one thing:Can I retire?It’s important to understand the variables...

Insurance When You’re Newly Married

Insurance When You’re Newly Married

Assess the coverage for your new household.Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage to determine if any changes are in order as well...

Coping with an Inheritance

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated.Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process...

162 FRUGAL LIVING TIPS TO TRY IN 2019

162 FRUGAL LIVING TIPS TO TRY IN 2019

What is frugal living?You can live a little and have peace of mind, all with your bills being paid in full and on time. It’s just a matter of priorities. And really, that’s all frugal living is about. It’s not about sacrificing things you love. It’s not...

How To Choose A Trustee

How To Choose A Trustee

Choosing a trustee to manage your estate when you are gone is an important decision and one that should not be taken lightly.Depending on the type of trust you are creating, the trustee will be in charge of overseeing your assets and the assets of your...

Go Digital or Die: Advice for Baby Boomer Business Owners

Go Digital or Die: Advice for Baby Boomer Business Owners

Sounds harsh, doesn’t it? Unfortunately, it’s true.We are seeing more and more baby boomer business owners who are like deer in the headlights.Why? Because they are overwhelmed with the digital and technical aspects of their business, which has stifled...

Beware!  Scams, Fraud, Prey on Seniors Part 1

Beware! Scams, Fraud, Prey on Seniors Part 1

Just this week a long-time client came in to review accounts and at the end of our meeting told me she had recently been the victim of a scam.  Her story was horrifying!It started with an email from a “member” of the US military,”deployed in Afghanistan”. ...

What I Was Surprised To Learn in Toastmasters

It’s not only about speaking but listening is just as important.When it was suggested by Rick Disharoon, a fellow financial advisor at Slate, Disharoon, Parrish, and Associates, that I attend Toastmasters, I expected to find myself among orators and...

That scholarship may be subject to income tax

That scholarship may be subject to income tax

If your child is deciding between two schools based on a financial aid package, be sure to weigh the taxes that may accompany the offer.Families depend on scholarships, assistantships and grants to help them afford higher education.Indeed, the annual cost...

Audit Red Flags

Audit Red Flags

Are you worried about being audited?The fear may be overblown, as only 0.6% of taxpayers had their federal returns examined in 2017 (the most recent information available). That same year, only 4.3% of taxpayers with gross income before deductions of over...

Are You Retiring Within the Next 5 Years?

Are You Retiring Within the Next 5 Years?

You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.   How much monthly income will you need?Look at your monthly...

A Guide to Health Insurance for Retirees

A Guide to Health Insurance for Retirees

We designed our guide to health insurance for retirees to help you explore your options quickly and efficiently. After all your hard work, you deserve to enjoy your retirement without worrying about paying for healthcare expenses. Despite rising healthcare...

5 Retirement Planning Steps For Women

5 Retirement Planning Steps For Women

Women historically have let men plan for retirement. The old rules have changed, but women still are searching for how should navigate the path to post-work life. And that path is different than it is for men. Diane Bourdo, president of the Humphreys...

3 Big Financial Risks Retirees Face Late in Life

3 Big Financial Risks Retirees Face Late in Life

Will one or more of these derail your retirement? Retirement should be a time to enjoy life, but sadly it has become a time when many seniors face money troubles. These financial problems could range from run-of-the-mill budget shortfalls that make it...

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