Quarter 2 has come to a close, and what we’ve seen is much of a reflection of how the first quarter went. You can see the first quarter recap here. Quarter 2: Things are Looking Up The trend this year continues; markets around the world were on the upswing, especially equity markets. Some of the […]
Social Security: When to Take Benefits if One Spouse Earns More
I wrote recently about the benefits of waiting until age 70 to file for social security benefits. But this isn’t the best option for everyone. It’s common for one spouse to make more money, even significantly more, than the other spouse. If this is your own situation, here is what I often recommend for couples […]
Getting Up to Date with Your Estate Plan
Summer is the one time of the year when there isn’t anything major going on when it comes to finances – tax season is done, and open enrollment and end-of-year planning is still months away. That’s why the summer is the perfect time to get up to date on some of those tasks that can […]
The Financial Upsides of a Collaborative Divorce
A collaborative divorce is a chance for a couple to split amicably, with only a little bit of professional intervention. Instead of working out their issues in a courtroom, the couple settles their disputes with some negotiation and mediation. This approach to divorce can be right for couples who are generally on good terms, and […]
Overfunded 529 plans & your options
529 plans are a very popular college savings option, thanks in big part to their flexibility and tax perks. For most people, 529 plans have plenty of room for growth. The contributions for these plans are considered gifts for tax purposes. So that means you can contribute up to $15,000 per account, and so can […]
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