by lindapowell | May 4, 2016 | Articles, In The News
Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely answer “yes” to both of those questions. The beneficiary forms you filled out...
by lindapowell | Apr 18, 2016 | Articles, In The News
If you are between 40 & 60, beware of these financial blunders & assumptions Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey to some common money blunders and harbor...
by lindapowell | Mar 14, 2016 | Articles, In The News
A catastrophic illness seems like a remote possibility to many of us; distant, decades away. As a result, that possibility may be overlooked in our financial planning. How much might health care cost you someday?
by Kristin Rodriguez | Feb 1, 2016 | In The News
UGMA and UTMA accounts help you amass college savings & make gifts to minors. If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift...
by lindapowell | Jan 19, 2016 | In The News
What you might do (or do differently) in 2016? How will your money habits change in 2016? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what you might do (or do differently) in the next 12 months. Financially...
by cambridgesourcesites | Nov 6, 2015 | Articles, In The News
A great claiming strategy to try & optimize Social Security benefits disappears. Congress just changed the Social Security benefit rules. On October 30, Capitol Hill lawmakers approved a two-year federal budget deal. As part of that agreement, they authorized...
