wealth management

There are a lot of moving parts to organizing your finances and determining where they will go after your death. Here's a look at how to stay on top of your Estate Planning options and avoid any pitfalls.

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 tax return, up to 50% of your adjusted gross income.

The big question in Europe this year is how the British people will vote on June 23.  Will they vote to leave the European Union (what’s being called the “Brexit”) or decide to continue to be part of the 28−nation economic alliance? 

April 24, 2015

By Ben Steverman for Bloomberg News

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 retirees’ or near-retirees’ readiness—the results usually evaluate how much money the survey’s participants have saved versus their expenses.

Sock away enough dough or cut your expenses sufficiently and you’re in good shape to pursue your retirement dreams; fail to save enough and you better brush up your barista or shelf-stocking skills.

December 27, 2013

By Beth Jones, RLP^®, AIF^®, CFT^™

August 3, 2013

By Beth Jones, RLP^®, AIF^®, CFT^™