Year-end financial to-dos to prepare for the new year
With the holiday season upon us, your to-do list might seem endless. Avoid letting the chaos distract you from your financial to-dos as you prepare for the holidays and look forward to a new year. Year-end strategies, including Roth conversions, qualified charitable...
Holiday conversations: The importance of discussing estate plans
‘Tis the season to deck the halls, light the menorah and provide peace on earth (or at least to your families) with a well-constructed financial and estate plan. With families getting together for the holidays, this is a good time to encourage conversations about...
Caregiving: Keeping families intact
Caregiving for elderly parents is something that I’m sure most people have thought about. It stirs a very different emotion, however, in those who have had to provide it. While caregivers will rarely ever express regret in providing that care, the toll it takes on...
Not your parents’ retirement
When we think about retirement, our natural tendency is to look at those folks who we know who are already retired. Typically, the people closest to us in retirement are our parents or even grandparents. There is a distinct danger in viewing our own retirement through...
