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
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
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
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.
Medicaid Reminders / York, PA
It took Jennifer Kaylin 13 months, reams of paperwork and untold hours on hold to get the Title 19 benefits — Medicaid funds for people
What’s Your Financial New Year’s Resolution? / York, PA
Having enough resources to stop working at some point is on most people’s 2015 financial planning agenda. Still, most Americans have not taken the time
Out with the Old … / York, PA
As we put the finishing touches on 2014, many of us will start setting goals for the New Year. When it comes to tax matters,
Three Questions to Ask Your Folks / York, PA
One of the most difficult things in life is to look after your own parents. This includes the oftentimes uncomfortable areas of estate planning and
Keys to Creating an Effective Estate Plan
It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid
Inheriting a Vacation Home
Betsy Fisher and her two brothers inherited their parents’ vacation cottage on Michigan’s Big Glen Lake 12 years ago after their father died. They love
Award Winning Director May Have Used Trust to Keep Estate Secret
A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how
Roll (over) with the IRA Changes!
Retirement planning can be extremely difficult as individuals are tasked with planning for an uncertain time period. In many ways, retirement planning is like trying