Is Your Will or Trust Up-to-Date?
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
A commonly encountered but often misunderstood issue is who claims the child or children for tax purposes. Read this before you make a serious mistake.
There’s more than one way to pay off your student loans. We explore the various repayment options in this Question of the Week.
While it may be a difficult conversation, it’s important to talk with your elderly parents about their finances, in case you find yourself making critical decisions on their behalf in a moment of crisis.
As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering how you and your partner are going to manage your money together. Do you have children? Maybe you are looking for ways to pay for their college education. When you…
Whether you have a high school senior or a returning college student, it’s a good idea to file the FAFSA as early as possible to increase your child’s chances of getting financial aid. We explain in this Question of the Week.
Virtually any loan interest will qualify for the student loan interested deduction if the loan proceeds are used solely for qualified higher-education expense. We explain in this Question of the Week.
If you are in the market for a new car, you may be contemplating buying or leasing. How do you determine which option is right for you? We list four questions to ask yourself in this Question of the Week.