Many individuals can share a story or two about someone they knew who received a large sum of money, such as an inheritance, and within a year or two had spent it all. I can’t imagine how it must feel when there is a zero- account balance, and nothing to really show for it
“Remember, remember always, that all of us, and you and I especially, are descended from immigrants and revolutionists.” ~ Franklin D. Roosevelt This quote is a reminder of our country’s make-up and resonates with everyone in some capacity. For us, Rick’s hip replacement this summer has limited our cycling, and in its place we […]
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.