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Lifestages: The Final Frontier
You have a lovely retirement mapped. But after the travel, second careers and volunteerism, when you are feeling your age, what then? What does that phase ... read more >
OUR THOUGHTS ON:
Who Has an HSA?
With the recent turmoil in Congress over health care mandates, one thing has become crystal clear: Health Savings Account (HSA) may be your best option. ... read more >
Equifax Breach - Are You One of the 143 Million Affected?
Credit Agency Compromise On Thursday September 7th Equifax, one of the main credit reporting and monitoring services, announced their system had been breached. ... read more >
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 >
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 >
