How to Budget for a Wedding
I am frequently asked how much is okay to spend on a wedding. That’s the wrong question. What any couple, and their families should be asking is: Can…
Family & Estate Planning
Turn a Child/Grandchild’s Summer Job into a Retirement Windfall.
If you have a child or grandchild who is going to get paid for work this summer, I want you to consider a way to gift them a…
Are You Making This Dangerous Retirement Planning Mistake?
I am concerned that many of you are banking on a retirement strategy that may not work out. According to a national survey, more than four in 10…
Tips to Keep Your Prescription Drug Costs Down
I am betting plenty of you have noticed the steep rise in prescription drug costs. According to the non-profit Kaiser Family Foundation, drug prices jumped more than 11%…
How to “Spend” Your Tax Refund
Spring is a dangerous time of year for your financial security. I know so many of you will be getting a tax refund; some of you may be…
The Most Important Tax Tip: File ASAP!
I know you probably can compile a very long list of things you’d rather do than tackle your 2015 tax returns. But please listen to me: procrastination could…
Take Care of Your Family’s Financial Fears
When it comes to ranking financial fears, worrying about how your family will fare if calamity strikes is probably at the top of your list. Yet for some…
Money Gifts to Kids: 3 Rules Every Parent Must Follow
As we are heading into the holiday season, I know plenty of kids will be receiving a check from a grandparent, aunt or uncle. So I want to…
Open Enrollment Season: 4 MUST-DO’s
Please don’t keep your health insurance on autopilot. I know it’s tempting just to ignore the annual “open enrollment” communications from your employer to review your choices, and…