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Planning for Retirement with a Plan

Planning for Retirement with a Plan

Developing a financially sustainable plan for retirement can be one of life's most stressful processes. Those considering retirement need time to look at the many

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Resolve to Plan Your Estate Wisely

Resolve to Plan Your Estate Wisely

Fifty-four percent of Americans planned on making a financial resolution for 2015. According to a new poll by GOBankingRates, as reported in the Las Vegas

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Estate Tax 101

Estate Tax 101

The estate tax is one of the most complex parts of the tax laws, drawing a lot of controversy among Americans. Even as opponents label

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Helping Your Parents Downsize

Helping Your Parents Downsize

A mother who just turned 75 wants to downsize from her four-bedroom house. Her husband passed away six years ago, and she owns her home

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Advice for Adult Caregiving

Advice for Adult Caregiving

Adult children who become caregivers often pay a steep price. According to a 2011 MetLife study, women older than 50 who leave the workforce early

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Ring in the New Year’s Estate Tax Changes!

Ring in the New Year’s Estate Tax Changes!

When the glittery ball fell in Times Square on New Year's Eve, it brought a roar from the revelers — and more quietly, good news

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Have Your ICE Ready!

Have Your ICE Ready!

Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this

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Make Your New Family the Perfect Blend

Make Your New Family the Perfect Blend

The Pew Research Center reports that four in ten American adults have at least one step-relative, defined as a stepparent, a step-or-half sibling or a

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Make It a Very Happy New Year

Make It a Very Happy New Year

Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips

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The In’s and Out’s of 529 College Savings Plans

The In’s and Out’s of 529 College Savings Plans

Since 529 college savings plans were introduced in 1996, a growing number of parents and grandparents have taken advantage of the opportunity to salt away

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Keeping Control of Your Business

Keeping Control of Your Business

An advisor team for a multi-generation family business was reviewing some estate planning documents and discovered that the fourth generation (at the time, children and

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Tips on Finding Cash for Mom and Dad / York, PA

Tips on Finding Cash for Mom and Dad / York, PA

Mom and Dad may be entitled to more money or discounts than you think. Experts let us in on a few resources most people overlook.

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