Your Extended Care Strategy

Do you have an extra $33,000 to $100,000 to spare this year? How about next year,and the year after that? Your answer to these questions is probably "no."

 

Creating a Retirement Strategy

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their investments, plus Social Security. They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy might make a great difference.

Buy-Sell Agreements

For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business.

Ways to Fund Special Needs Trusts

If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges.

Coping with College Loans

Total student loan debt in America is now around $1.6 trillion. Since 2008, it hasmore than doubled. Federal Reserve data states that 44.7 million Americans are dealing with lingering education loans. The average indebted college graduate leaves campus owing nearly $30,000, and the mean monthly student loan payment is about $400.1

The Major Retirement Preparation Mistakes

Much is out there about the classic financial mistakes that plague startups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.

Ways to Repair Your Credit Score

A good credit score can result in a lower home mortgage rate or a car buying rate. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it?

The Major Retirement Preparation

Mistakes

Much is out there about the classic financial mistakes that plague startups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.

No, That Is Not the IRS Calling

Do you know how the Internal Revenue Service (IRS) contacts taxpayers to resolve a problem? The first step is almost always to send the taxpayer a letter through the U.S. Postal Service.