Financial Planner
Is Mom Broke?
According to the National Council on Aging, more than 13 million older adults are considered economically insecure, living on less than $22,000 a year.
The Bank Of Mom And Dad
Should you loan your kids money?
Where Can I Find A Good Financial Planner?
So how do you find a good financial planner? Begin by asking your friends, work associates, and relatives if they use a financial planner.
Year End Tax Planning For Dividends And Capital Gains
Dividends are a way a corporation shares its profits with its shareholders.
Hiring A Financial Planner
Most of the questions from listeners are about credit and hiring a financial planner.
How To Find A Good Financial Planner
How can I find a financial planner I can trust?
Estate Planning Is Essential While Still Competent
Honor Dad this Father’s Day….Get his estate in order.
Is A Reverse Mortgage Right For You?
The reverse mortgage is not for everyone. So who should consider one?
Generation X: Starter Marriages
These marriages last less than five years and the couple ends up splitting very few assets, because there are very few assets to split.
Generation X: Banking On Mom & Dad
Should you loan your kids money?
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