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Here you will find answers to FAQs, my best tips, and insight into hot topics. Get a taste of my thought process when giving financial advice.
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Life insurance is, first and foremost, about protecting the ones you love after you’re gone. But some types can actually help you in retirement as well, by providing: A way to accumulate a source of funds. Tax-deferred growth...Read More
If you haven’t shown your children how to handle their money, you’ve left them vulnerable to a lifetime of financial insecurity. According to the Council for Economic Education (CEE), which promotes economic and financial...Read More
Childhood is full of milestones. First step, first word, first day of school, first job, first date. These milestones are important not only in themselves but in what they say about the family's focus and values. Are we paying...Read More
Say "summer" and most people think "vacation." The reality is that most adults work year-round, and some seasonal workers may even be busier in the summer than during other seasons. Children of working parents may continue to have...Read More
By Amy FontinelleAmy Fontinelle is a personal finance writer focusing on budgeting, credit cards, mortgages, real estate, investing, and other topics. It’s not something anyone likes to think about, but life-altering illnesses...Read More
In this day and age, we have endless responsibilities competing for our time. Some decisions are complicated and have serious repercussions if we make a poor choice, or neglect to act. Traditionally, we’ve learned to seek...Read More
When thinking about how to protect your livelihood or build the financial resources you will need to live life as desired, it often starts with clarifying what you want to achieve, what you value and how uncertainties can affect plans...Read More
Breaking up is never easy, but in the case of same sex couples, it can be complicated considerably by legal landmines. “We have the exact same split-up rates as straight couples,” said D’Arcy Kemnitz, an attorney and...Read More
Estate planning is far greater than just drawing up a will: it’s a way to make decisions about all kinds of important personal and financial topics, from insurance to real estate to guardianship to financial planning and wealth...Read More
I’m often asked how financial planning for the LGBTQ is different from planning for any other person or family, especially now that we have marriage equality. Here’s one example: members of the LGBTQ community, generally...Read More
Professional advisors are asking clients about health in more detail and more often: the client’s personal health, as well as that of their spouses/partners and any dependents they may have (this could be kids or elderly parents...Read More
Divorce can be an emotional rollercoaster, and because of its unique challenges, you can find countless articles online about how to get through it. That’s not my goal here. Below you’ll find some of the commonly overlooked...Read More
You insure your most valuable assets like your home, your car and your life. Most people would agree that they’re worth protection; however, disability income (DI) insurance is something people tend to be less certain about....Read More
Losing a spouse is difficult, but it can be comforting to know that Social Security survivors benefits could help keep your financial house in order in the years ahead. To maximize the amount you receive in survivors benefits, however...Read More
If you are divorced, you may be aware that you can potentially claim retirement benefits on your ex-spouse’s earnings record. As a divorcee, you may be eligible to receive a spousal benefit equal to 50 percent of what your...Read More
Single, childless retirees who never married have age based filing strategies available for claiming Social Security benefits: Claim reduced benefits as early as age 62, and receive a reduced monthly benefit for life. Wait to claim...Read More
If you’re married and thinking about retirement, you should consider the strategy you use to file for Social Security benefits carefully. The age at which you and your spouse begin collecting benefits will affect not just the...Read More
Retirement saving is not on most Millennials’ list of top priorities. But if they continue to delay saving for it, they may not be able to retire until well into their 70s. Despite current expenses like student loans and credit...Read More