While it’s common advice that retirees should avoid borrowing if possible, situations could arise...
Archive - June 2019
How Will Billionaire Robert F. Smith’s Help of Morehouse College Student Loans be Taxed?
Billionaire Robert F. Smith made the 2019 class of Morehouse College graduates very happy over the...
Even a Late Start toward Retirement is Better than None at All
Some people start preparing for retirement as soon as they get their first part-time jobs in high...
What Can I Do When My Aging Parent Refuses to Give Up Control?
There are plenty of aging parents out there making life difficult for their adult children…
What You Need to Know about Trusts for Estate Planning
Trusts fall into one of two main categories. The first category is composed of those that are...
Selling a Parent’s Home after They Pass
Dealing with the death of a parent is challenging but selling their home can be fraught with land...
How Do I Organize Estate Planning Documents, So Family Can Find Them?
A will is just one of a several critical documents—some formal, some not—that can alleviate stress...
Do I Need to Update My Estate Plan if I Relocate for Retirement?
You may have a will or a full estate plan that was prepared by an attorney in another state, or...
How a Single 401(k) Works for Self-Employed
There are many perks to being self-employed—flexible hours, the possibility of working from home...
The Conversation You Need to Have with Your Parents
Parents are often more than happy to offer financial advice to their children. They like to feel...