Ways To Invest For Your Children
I was recently asked this question by a new father and thought I'd share some thoughts on the topic.
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Jun 16, 20192 min read
UnitedHealth Group
UnitedHealth Group is a diversified health/well-being company. It offers products/services to individuals through four segments...
Jun 15, 20191 min read
Will I Have To Pay Tax On The Sale Of My Investment?
Calculating the tax impact of selling an investment can sometimes be complicated.
May 15, 20191 min read
Getting Married Financial Checklist
This checklist covers 28 of the most important planning issues to identify and consider when you are getting married (or remarried). It’s...
May 15, 20191 min read
Financial Things to Consider After Parent Passes Away
This checklist covers 26 of the most important planning issues to identify and consider after a parent passes away. It’s structured as...
May 15, 20191 min read
Financial Issues To Consider During Divorce
This checklist covers 26 of the most important planning issues to identify and consider when going through a divorce.
May 12, 20191 min read
Liberated Syndication
Libsyn is a podcast service provider offering all-in-one hosting and distribution tools. We initially came to light of Liberated...
May 1, 20191 min read
Am I Eligible for Social Security Benefits as a Surviving Spouse?
Social Security is one of the more complicated decisions that an individual must consider. There are a multitude of rules that can have a...
May 1, 20191 min read
Important Personal Finance Numbers
There are lots of important numbers that you need to keep in mind. In some cases, those numbers are annual limits and change each year. ...
Apr 18, 20191 min read
Will I Have To Change Healthcare Coverage As I Transition Into Retirement?
There are a lot of moving parts when it comes to deciding what health insurance is most appropriate for someone about to retire. This is...
Apr 18, 20191 min read
Will I Receive a Step-Up in Basis for Inherited Property?
In most cases, there is at least some kind of step-up in basis when property is inherited. But there are a few exceptions and some subtle...
Mar 16, 20191 min read
Things to Consider Before I Retire
This checklist covers 32 of the most important things to consider for someone who is about to retire. Updated 3/15/2019
Mar 15, 20191 min read
Checklist for Updating Your Estate Plan
A list of issues to consider before updating your estate plan. This checklist covers 18 of the most important planning issues to consider...
Mar 15, 20192 min read
Allegiant Air - ALGT
Allegiant Air is a travel company that operates a low-cost passenger airline using smaller airports where there is little or no competition.
Feb 16, 20191 min read
Things To Consider If Spouse Has Been Diagnosed With A Terminal Illness
This checklist covers 28 of the most important issues to identify and consider for someone whose spouse has been diagnosed with a...
Feb 16, 20191 min read
Things to Consider When Spouse Passes Away
This checklist covers 29 of the most important issues to identify and consider if your spouse has recently passed away. Updated 2/15/2019
Jan 15, 20191 min read
Will I Avoid the Social Security Windfall Elimination Provision?
Individuals who expect to receive a Social Security benefit and a government pension may see their Social Security benefit reduced due to...
Jan 15, 20191 min read
Will I Avoid Social Security's Government Pension Offset?
Individuals who are receiving a government pension and a Social Security spousal, widow or widower’s benefit based on their spouse or...
Jan 15, 20191 min read
Will A Distribution From My Roth IRA Be Tax And Penalty Free?
Some individuals may have unique circumstances that could result in a distribution from a Roth IRA being taxed or penalized. Many of...
Jan 15, 20191 min read
Will A Distribution From My Traditional IRA Be Penalty Free?
Some individuals may have unique circumstances that result in a possible impact on the taxes (and penalties) that must be paid if a...
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