Identity theft is a serious crime, one that affects millions of Americans each year according to statistics published by the Federal Trade Commission (FTC). Identity theft occurs when someone steals your personal information in order to commit fraud or other crimes such as opening credit in your name or using your information to make unauthorized […]
Everyone knows the importance of preparing and maintaining a will, yet many people have never written one. To those who haven’t, take note: If you die intestate (without a will), the intestacy laws of the state where you reside will determine how your assets will be distributed. And if minor children are involved, a judge […]
Five simple steps helped my family on our journey from 529 account establishment 18 years ago to college enrollment deposit day next week. I hope these also will help you on your path.
If you feel like you are getting started later than you would like on saving for your retirement, don’t panic. There are things you can do. We all have competing interests for our money: student loan debt, children, starting a business, helping a family member and the list goes on. Here are pointers to get […]
Over the holidays many of us visited our parents and during the visit we may have noticed something new. A trailing thought, slower movements or a need for glasses or a hearing aid. Time passes quickly and our parents/role models/caregivers are now entering a new phase of their life; retirement or the advanced years. These […]