That’s right, I said YOUR plan, because I already know my kids aren’t getting any athletic or academic scholarships. At a Financial Planning Association meeting I picked up this flyer from the nice folks at College Invest. In the flyer…
If you are going through or contemplating a divorce, first of all, I’m sorry. That is a terrible time for all involved. Other than custody of minor children, the biggest sticking point is how to divide assets. There are financial…
I don’t like to feed into the media hysteria when it comes to stock market drops. As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy.…
This article reminded me of another reason it’s better to pay for financial advice separately from high cost investments. Front-end loads, 12b-1 fees, and annual expense ratios are not tax deductible. Financial advice such as tax-preparation fees, investment advisory annual…
Below are three retirement savings loopholes that may be here today, gone tomorrow. Tomorrow of course being in 10 years when legislation manages to get passed in our gridlocked government. Don’t panic, but just be aware that just because something…
Even financial planners have a rough time getting Social Security information. I recently tried to log in to my Social Security account and was told that an account couldn’t be created for my Social Security Number. “Please contact us for…
