“All I had to do was turn in the form to my HR department.” Turning in financial forms is a pretty easy thing to do,
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Beneficiary Designations an Important Part of Estate Planning
“For most people, this beneficiary designation is, in fact, their entire estate plan.” When people think about estate planning, many don’t remember the importance of
Affording Adoption with the Help of Tax Credits
November is National Adoption Awareness Month. If you’re considering adoption, you know that it will change your life in many ways. And you’ll need to
Live Like a College Student and Retire a Millionaire?
Retiring as a millionaire might seem like a lofty goal for millennials, but if having financial security in your future is important, it is a
Three Things to Think about before Writing Your Will
It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial
How to Manage the Bumps in the Road to Retirement
A new TD Ameritrade survey says that bumps and detours along the road to retirement are the norm, not the exception, with two-thirds of Americans
Effects of the Supreme Court’s Ruling on Same-Sex Marriage
Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning
Get It Together!
When life gets busy it’s easy to become more passive about managing your bank accounts and credit cards by letting receipts, bills and statements pile
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
Do You Get An “A” for Your Retirement Planning? / York, PA
In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80
Where There’s a Will … / York, PA
There are a multitude of mistakes that people make when it comes to putting together their wills. These include naming of executors and custodians, trying
Retirement Strategies for Younger Workers / York, PA
Now is the time to adopt financial habits that determine a successful retirement, even if you’re still in your 20s. (Note: Parents, here is a
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