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Image for Risky: Property Owned with a Non-Spouse

Dec 2, 2019

Risky: Property Owned with a Non-Spouse

It is common for spouses to title property they own together as “joint with right of survivorship.” But things can get messy when the other joint owner isn’t your spouse. If you own property with a non-spouse, how can you safeguard to mitigate the risks, if possible?

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Nov 25, 2019

Demystifying Economic Indicators

Are you hearing chatter about an upcoming economic recession? Economists use a variety of economic data to formulate their opinions but they are often confusing and meaningless to everyone else. Here are some of the more common economic indicator data points and their significance.

Image for Thanksgiving: Time to Make Your Family’s Financial Game Plan?

Nov 17, 2019

Thanksgiving: Time to Make Your Family’s Financial Game Plan?

Is Thanksgiving the right time of year to make a family financial gameplan? From aging parents to financial power of attorney, here's why you should spend this Turkey Day having some honest conversations with your family.

Image for Cyber Security: Out of Your Control - or Not?

Nov 10, 2019

Cyber Security: Out of Your Control - or Not?

Nine million Americans are victims of identity theft each year, are you one of them? Find out which online activity creates the highest risk for identity theft and what you can do to protect yourself and your data.

Image for FAFSA: The First Step in Financial Aid

Nov 4, 2019

FAFSA: The First Step in Financial Aid

Parents, don't leave free money for your students lying around! A 2018 NerdWallet study found that eligible high school seniors left $2.6 billion worth on the table. Regardless of income or wealth, filling out the Free Application for Federal Student Aid (FAFSA) should be the first step for any student. Read on for details on the basics, the complexities and the results.

Image for Retiring at 50: The Keys to Early Retirement

Oct 28, 2019

Retiring at 50: The Keys to Early Retirement

Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.

Image for Want Triple Tax Benefits? Donate to Scholarship-Granting Organizations

Oct 27, 2019

Want Triple Tax Benefits? Donate to Scholarship-Granting Organizations

Looking to provide scholarship funds to your alma mater or favorite school? Gifting to a scholarship-granting organization (SGO) allows you to do just that while also realizing great tax benefits. Read on for all the details to help you put money in your alma mater’s pocket, while keeping a bit more in your own!

Image for What’s Your Biggest Waste of Money?

Oct 21, 2019

What’s Your Biggest Waste of Money?

It’s easy for wasteful spending to go undetected, especially if you’ve developed any of these bad habits. You work hard for your paycheck, so make sure you’re spending it in the right places. We cover some of the easiest places to spend more money than you need to. Read on and then celebrate Financial Planning Month by reviewing your budget for wasted money.

Image for Disability:  It Could Happen to You

Oct 21, 2019

Disability: It Could Happen to You

Disability insurance can be a confusing topic – how much coverage, which definition of disability, elimination period…But with each working adult having a 30% chance of being disabled during his/her career, it’s crucial to understand disability insurance and how it can help you make ends meet if you become disabled.

Image for What Should I Do with My Old Retirement Accounts?

Oct 14, 2019

What Should I Do with My Old Retirement Accounts?

Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.

Image for Circling Back on WeWork

Oct 14, 2019

Circling Back on WeWork

In July, WeWork was one of the most talked-about IPOs in years. At that time, we noted that it was too early to say what would happen, but said: “it should be very interesting to watch it all play out.” In the span of 30 days, WeWork went from one of the most-anticipated IPOs of 2019 to an indefinitely delayed IPO and a business looking like it could be in trouble. What went wrong, and what’s next?

Image for If You Die with Debt, Who Pays?

Oct 6, 2019

If You Die with Debt, Who Pays?

When a family member dies, who is responsible for their debt? The answer is, it depends. Many times the answer is no, but that is not always the case. Either way, beware of collection agencies that may try to convince you that the onus is on you. Read on for details.

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