Money Management Articles
Wills & Estate Planning
Retaining personal financial records: What do you need to keep and for how long?
Does looking at overflowing filing cabinets of bank statements and boxes
of old check stubs make you want to start a bonfire in your backyard?
Before you grab the lighter fluid and matches, make sure you know what
you can torch and what you need to keep.
Choosing a financial services provider
April is Financial Literacy Month, so it’s the perfect time to evaluate
your personal financial plan and identify what areas of your strategy
are doing well and what areas may need some change. Creating a personal
financial plan is an important part of developing and maintaining your
long-term financial security.
New tax rules for your small business
The American Taxpayer Relief Act of 2012 resolved most of the tax issues included in last year’s Fiscal Cliff debate and answered many pending tax questions for small businesses. What impact did the Act have on businesses?
How to talk to your aging parents about money
It’s important for adult children to know about and understand their parents’ finances. From knowing if your parents have enough money to last through their retirement, to understanding their wishes should they become incapacitated, to protecting them from unscrupulous people who prey on the elderly, your involvement may be vitally important. This information will help you get started.
Financial considerations for retirement relocation
This year, the first of the nation’s 78 million baby boomers will begin turning 65. Once they stop working and no longer need to live in their current location for professional reasons, many retirees consider pulling up stakes and moving.
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