Should Your Child Have a Roth IRA?
It’s an opportunity to start saving for children while they are young.
Do You Hold Title Correctly for Your Real Estate?
Property title questions during financial planning interviews often draw blank stares. Yet, understanding the differences among tenants-in-common, joint tenancy and community property is important for creditor protection issues, estate planning,…
Helping or Spoiling?
That’s the question a parent must ponder when an adult child asks for financial assistance. One of the greatest parts of being a parent occurs when you become a grandparent. So, it is…
Hold on to Your Last Social Security Statement
The Social Security Administration will no longer mail you an annual Social Security statement. Here’s what you need to do.