Do Your Kids Know The Value of a Silver Spoon?
Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money? The average debt for student borrowers is $40,499. And nearly 11% of new graduates will default within the first...
Women and Wealth: A Pivot Towards Retirement
Women and Wealth: A Pivot Towards Retirement Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider...
Treasure Hunting vs Investing
Treasure Hunting vs Investing I am fascinated by treasure hunters. Modern-day treasure hunters are very different from those you see in the old movies. In those movies the treasure hunters search by going where others had success, hoping they can find some too. There...
White Elephant Inheritance
White Elephant Inheritance Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply, "something of little or no value." Of course,...
Find That Lost Retirement Account
Find That Lost Retirement Account Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most...
What If Your Kids Decide Against College?
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid...
Making a Charitable Gift
Making a Charitable Gift Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes finding smaller charities with bigger needs may increase the impact of your donation. Donating...
Exploring the Federal Student Grant Program
Exploring the Federal Student Grant Program You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, over 50% of high school seniors submitted a...
How Will Working Affect Social Security Benefits?
How Will Working Affect Social Security Benefits? In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that...
Reviewing Your Life Insurance Needs
Reviewing Your Life Insurance Needs Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example...
Do Your Kids Know The Value of a Silver Spoon?
Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money? The average debt for student borrowers is $40,499. And nearly 11% of new graduates will default within the first...
Women and Wealth: A Pivot Towards Retirement
Women and Wealth: A Pivot Towards Retirement Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider...
Treasure Hunting vs Investing
Treasure Hunting vs Investing I am fascinated by treasure hunters. Modern-day treasure hunters are very different from those you see in the old movies. In those movies the treasure hunters search by going where others had success, hoping they can find some too. There...
White Elephant Inheritance
White Elephant Inheritance Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply, "something of little or no value." Of course,...
Find That Lost Retirement Account
Find That Lost Retirement Account Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most...
What If Your Kids Decide Against College?
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid...
Making a Charitable Gift
Making a Charitable Gift Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes finding smaller charities with bigger needs may increase the impact of your donation. Donating...
Exploring the Federal Student Grant Program
Exploring the Federal Student Grant Program You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, over 50% of high school seniors submitted a...
How Will Working Affect Social Security Benefits?
How Will Working Affect Social Security Benefits? In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that...
Reviewing Your Life Insurance Needs
Reviewing Your Life Insurance Needs Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example...
