Family & Estate Planning

Could the One-Roof Solution Help Your Family’s Finances?

Financial stress is a multigenerational issue. Young adults look at high home prices in many parts of the country and wonder when –or if– they will ever be…

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Family & Estate Planning

The Talk (and Planning) Every Parent Owes Their Adult Kids

Nearly two thirds of participants in a recent survey said they think it is the job of an adult child to provide care for an aging parent.

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Family & Estate Planning

A Late-Life Shock Women Can Avoid with Planning

A recent survey of more than 250 widows with a net worth of at least $1 million highlights how so many women set themselves up for later-life anxiety…

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Family & Estate Planning

Financial Caregiving: How Every Parent Must Help Their Adult Children

More than 90 percent of people who provide caregiving support to a loved one help out with the financial stuff, according to a recent survey.

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Family & Estate Planning

PROOF: The Estate Tax May Be On The Chopping Block. But Estate Planning Remains As Critical As Ever.

If you’ve been following the Washington push for tax reform, you may have heard that the federal estate tax could be eliminated. Honestly, chances are that you would…

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Family & Estate Planning, Student Loans

What Parents Get So Wrong About College

Parents, way too many of you are still getting it all wrong when it comes to college. A recent survey by T. Rowe Price reports that 68% of…

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Family & Estate Planning

Get in the true holiday spirit right now: Gift disaster relief donations today.

I know many of you have made donations to the various non-profits that are providing support and care for victims of the storms here and in the Caribbean,…

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Family & Estate Planning

Financial Do’s and Don’ts After Disaster Strikes

Hurricanes and tropical storms in Florida and throughout the Caribbean, wildfires in the west and the Mexico earthquakes have been devastating for so many. And heart wrenching for…

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Family & Estate Planning, Saving

Now is the Time to Get Your Family on Board with a Smart Holiday Plan

If you’re honest, I am confident you would tell me that you wish you could spend less around the holidays. This has nothing to do with being a…

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