A checklist to help you take care of your family by making a will, power of attorney, living will, funeral arrangements, and more. You may have heard that you need to make an “estate plan,” but what d
Choosing the Best College Savings Account
Choosing the Best College Savings Account article by Matthew Ward, CRPC With your kids back in school, now is the time to start planning for their college funding. Many individuals ask about th
How to make a financial plan in 7 steps
How to make a financial plan in 7 steps Whether you take the DIY route or seek professional help, creating a financial plan follows these seven steps: Set goals Track your budget Get that emplo
Why the Wealthy love to Invest in Stocks
Why the Wealthy love to Invest in Stocks The more money you make, the more taxes you pay — right? Not necessarily. “In general, America’s wealthy are different when it comes to tax planning bec
Look on the Bright Side
Look on the Bright Side article by Matthew Ward Volatility. An uncomfortable word for most individuals. I’ve have yet to meet anyone that particularly enjoys going through a stock market correc
Not All Traditional IRAs Are Deductible
Not All Traditional IRAs Are Deductible Far too often, many individuals believe they will be able to deduct their IRA contributions. This statement is not always true, and unfortunately, many o
Inheriting an IRA from your Spouse? Know Your Options
You have 4 options for inheriting your spouse’s IRA. Roll over the assets into a new or existing IRA in your own name. Transfer the assets to an inherited IRA. Roll over the IRA assets into a new or e
Tax Strategies the Wealthy Use
Tax Strategies the Wealthy Use Have you wondered if you are maximizing your tax savings? Well, take a look below at 5 ways the wealthy save on taxes. Warren Buffett famously noted that he pays fewer t
Thinking about Long-Term Care? Consider Your Options
Thinking about Long-Term Care? Consider Your Options Your options for Long-Term Care typically are as follows: Save enough and pay privately Buy Long-Term Care insurance Qualify for Medicaid But, how
Investing – Staying The Course
Investing – Staying The Course I stumbled across an excerpt written by Paul Merriman, a highly respected investment professional. Take a look: “There are many financial concepts we can apply metaphori