The holidays can be a busy time with parties, family commitments and shopping, not to mention approximately 400 college bowl games. Despite the flurry of activity, it is also a time when some diligence around personal finance can help reduce your tax liability, protect your family, and set yourself up for a great 2018.
Keeping an inventory of your personal property can pay off in the long run.
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. There are some key steps to consider taking today.
If you are over age 50 and unsure about your ability to meet your retirement goals, there is still time to take action to meet those goals. The IRS allows special catch-up contributions that most individuals do not take advantage of – do not lose out on this gift from Congress.
Creating and executing a buy-sell agreement may be one of the most important moves a business owner can make. But, don’t stop there – proper implementation and integration is just as critical.
Grandparents on solid financial footing may want to consider helping to fund their grandchildren's college education with tax-effective strategies.
When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four important numbers.
Deciding between a revocable living trust and will is often misguided. Typically, a revocable living trust is drafted alongside a pour-over will to provide many benefits. It may be time to revisit your estate plan with your attorney and your CFP®.
