Giving to a charity is easy, right? You write a check and send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your
One of the persistent issues of the 2016 U.S. Presidential campaign was the wide (and growing) divide between the “haves” and the “have-nots”—variously
We hear all the time that medical costs are too high in the U.S., and that Medicare is going to go bankrupt in the future. The President-Elect recently told us
Anybody who was surprised that the Federal Reserve Board decided to raise its benchmark interest rate this week probably wasn’t paying attention. The U.S
January 2, 2015
By Beth Jones, RLP®, AIF®, CFT™
The beneficiary designations on financial accounts are crucial decisions that will impact the success of a
October 3, 2014
By Ed McCarthy, CFP
At times it seems like the main focus of retirement planning is on numbers. Consider the frequent surveys that evaluate
July 21, 2014
By Bruce W. Fraser for Financial Planning
Benjamin Franklin once said, “Wealth is not his that has it, but his that enjoys it.” Most planners
June 5, 2014
By Beth Jones, RLP®, AIF®, CFT™
Have you considered what will happen to your Facebook, Twitter, and LinkedIn accounts when you pass away
April 16, 2014
By Beth Jones, RLP®, AIF®, CFT™
Spring is in the air. As the flowers come into bloom and the temperature ticks upward, you may experience a
February 20, 2014
By Beth Jones, RLP®, AIF®, CFT™
Whether or not you believe Social Security will be around when you need it, proper planning compels you to
December 27, 2013
By Beth Jones, RLP®, AIF®, CFT™
Life is full of changes
What do a lottery winner, lawsuit recipient and a widow have in common? Sudden
November 12, 2013
By Beth Jones, RLP®, AIF®, CFT™
Congratulations to all recent college graduates! It’s now time for them to jump into the next stage of life