Planning the End of Your Life

We are an aging population in the US.  In 2009, there were 39.6 million people over the age of 65.  In 2030, there is expected to be 72 million in that age bracket which will be about 19% of the…

Planning for a Second Marriage

Planning for a Second Marriage Should Sally sell one or both of her homes? Should Frank sell his home? Who should be the beneficiary on Frank’s 401k? Do they need to redo their wills? What tax implications will they have…

Let’s Make A Plan…

Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting.  The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues…

10 Steps to Maximize your Employee Benefits

Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. From health insurance to ESPP plans. The…

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