News
The Impact of Alzheimer’s Disease
Everyone probably has someone in their family or circle of friends who has suffered the ravages of Alzheimer’s Disease. The disease affects not only the patient but their entire family. It robs the mind and can result in a huge loss in financial net worth. There is...
Are You in The Drop Plan? We can help you sort through your options.
We have a number of clients in the DROP plan (Deferred Retirement Option Plan), or those that have retired and taken their funds out. You have a number of things to consider as you plan for your retirement. If you decide to take a distribution of the funds you will...
New to the FAFSA Process?
The process for applying for financial aid for college is changing this year in that the process started October 1, 2016. The Department of Education has put together a series of videos on You Tube to help you understand how the process works and explain what you need...
Designate beneficiaries to avoid unintended consequences
After your death, the disposition of retirement accounts, life insurance policies, annuities, and accounts at financial institutions are governed by beneficiary designations. If those designations are outdated, unspecific, or wrong, your assets may not be distributed the way you would like. Read more.
How Grandparents Can Help Pay for College
This article previously appeared on NerdWallet.com and is definitely worth the read! Grandparents are often willing to help with college expenses when possible. I remember my own grandmother chipping in a bit for my freshman year at school. Knowing what I know now,...