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Safeguard an Important Benefit
Do you review? It is a great habit to cultivate. If you are employed, you typically have an annual open enrollment for benefits. Take time to review healthcare, ... read more >
OUR THOUGHTS ON:
Lifestages: Pay Down Debt or Save?
I was recently posed this great question: “Shall I pay down debt or save for retirement? Is there a ratio I should consider?” The short answer ... read more >
FAFSA Fears Unfounded
Is there a FAFSA in your future? Even if you are a FAFSA pro, read on, there may be a few tips for you. The Federal Application for Free Student Aid (FAFSA) ... read more >
A Story for 8,000 Days
How would you spend 8,000 days? Joseph F. Coughlin, Ph.D., the founder and director of the MIT AgeLab, has reframed the understanding of our lifespan by ... read more >
Aggregation Aggravation
Do you aggregate? In layman’s terms, do you download or link your financial information to one place? You may use mint.com, or Intuit’s Quicken, ... read more >
The Science of Gifting
If you are age 70½ the federal government has given you a permanent gift with new legislation that may give you a break on your income tax. At that ... read more >
Online Planning: Rolling the Dice
I recently read an article that suggested that you can manage your financial life using free websites in as little as three hours. Wow, imagine mapping ... read more >
Bonne Année! Financial Resolutions for the New Year
Do you have a new year’s resolution? I have several, including learning French. I have downloaded Duolingo, a cool little app created by the prodigies ... read more >
The Clock is Ticking - Social Security Claiming Strategies Are Phasing Out
The shocking, big story from last week was from the U. S. Capitol. As Congress hammered out a budget deal to avoid another government shutdown, they turned ... read more >
Despicable Words: Making a Budget Work for You
As a financial planner, I have the opportunity to work with folks of various socioeconomic statuses. No matter who I’m talking with, the conversation ... read more >
