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10 Things to do with a Bonus

Jan 25, 2022
Before you spend your bonus or other financial windfall, take some time to consider how you might use the money so that it has a lasting impact on your life and other people's lives. Here are a few ideas.…

What to Do in the Year Before Retirement Part 3

Feb 25, 2021
In the year before retirement, there is a lot to plan to ensure you have met you goals and are financially ready to retire for the rest of your life. Here are some tips and considerations to think about. Decide…

3 Legal Documents You May Need if You Become Sick or Injured

Oct 29, 2020
 Here are the three legal documents you may need if you become sick or injured:  1. Health care proxy. A health care proxy, also known as a durable power of attorney for health care, is the document…

Giving the gift of Education with a 529 Education Savings Plan

Nov 24, 2020
If you want to give a gift to a child that will have a lasting impact on his or her life, consider contributing to the child’s college savings plan using a 529 Savings Plan.   Why use a 529 plan? 529…

Your Tax Filing Status

Jan 14, 2021
On your federal income tax return, you are asked to choose a filing status. For some taxpayers, the choice is clear. But if your marital status changed recently or more than one filing status applies to…

Five Things to Know if You Inherit an IRA

Feb 04, 2021
If you inherit an IRA, you have options. What your options are depend primarily on how you are related to the deceased account owner and when the account owner died. Here are five things to know about…

What to Do in the Year Before Retirement Part 1

Feb 11, 2021
The decisions you make in the year before retirement regarding your retirement accounts, pensions, Social Security, and other retirement resources may impact you for the rest of your life. The following…

What to Do in the Year Before Retirement Part 2

Feb 18, 2021
In the year before retirement, there are many decisions you should make or begin thinking about that could impact you for the rest of your life. These decisions may involve things like your retirement…

When You Lose a Spouse

Mar 04, 2021
Whether it is something you’ve known has been coming or is out of the blue and unexpected, losing a spouse is something very difficult to prepare for and the grief affects each of us differently. This…

Long-Term Care Considerations Resulting from the Pandemic

Mar 23, 2021
Long-term care (LTC) is something you may need someday for assistance with the basic activities of daily living. Planning for its costs now may help you afford quality care in the future and reduce the…