What to consider when leaving money to minors

What to consider when leaving money to minors

What to consider when leaving money to minors When meeting with loved ones who have young children or relatives, we are often asked how they may effectively leave money to them. Uniform Transfer to Minors Act One tool commonly discussed for leaving assets to young...
Are You Ready To Retire Early?

Are You Ready To Retire Early?

Maybe your job, even your entire sector, has disappeared in 2020’s economic turmoil. Or perhaps you are just reaching a point at which you are ready to take the next step in your life. It’s possible you want to leave your corporate job for something more...
529 Plans: Know the Full Story

529 Plans: Know the Full Story

The coronavirus upended the lives of many college students who had to return home to learn remotely in order to try to slow the spread of the virus. At the same time, many students and their parents lost jobs or had wages reduced as part of the virus’s economic...
5 Steps to Find an At-Home Caregiver

5 Steps to Find an At-Home Caregiver

Sometimes, elderly loved ones can remain in their homes, but still require a caregiver. The choice of who is right for the job involves practical and emotional considerations. Click through for help in making the right decision. Finding an at-home caregiver is a...
8 Ways to Take Charge of Your Personal Finances

8 Ways to Take Charge of Your Personal Finances

Do you have financial issues? Of course you do — we all do. Well, then, how do you get past your money issues? Let us count the ways: Get past your discomfort — Examine yourself for any anxiety you may have about money and your beliefs about it. Deep down, do you...