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managing money

Time for Your Financial Checkup?
4 weeks ago

Time for Your Financial Checkup?

You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good care of yourself. Doctors recommend an annual physical and the …
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Untangling IRAs
3 months ago

Untangling IRAs

Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers with …
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Protect Yourself From Identity Theft
4 months ago

Protect Yourself From Identity Theft

Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t …
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Funding Home Improvements
5 months ago

Funding Home Improvements

My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer consultant, and Nancy teaches part-time at a local college. They …
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Making Tax Time Less Taxing
5 months ago

Making Tax Time Less Taxing

What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 tax file today. Yes, you read that right – start …
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Investing Essentials
5 months ago

Investing Essentials

Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way.

The most common investments have traditionally been stocks and bonds. Today, …
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Let’s Talk Social Security
6 months ago

Let’s Talk Social Security

You’ve been paying in to Social Security for decades and now you’re ready to start collecting benefits. Before you make the very important decision of when to start collecting your Social …
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The Truth About Reverse Mortgages
9 months ago

The Truth About Reverse Mortgages

In the 2000s housing boom, many people got into trouble using reverse mortgages because they couldn’t afford to own their homes, didn’t have the means to pay their property taxes …
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Financial Fitness Through the Decades
9 months ago

Financial Fitness Through the Decades

Financial planning is a process. It occurs over the course of our lives and should reflect our changing needs as we age. Why plan? Studies have shown that retirees and …
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The Rules of Gifting
10 months ago

The Rules of Gifting

With an increasing number of boomers and seniors inquiring about “gifting” to their children and grandchildren, perhaps to fund education or even help with the purchase of a home, it …
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