This checklist covers 21 of the most important planning issues to identify and consider when funding child's college.

I was recently asked this question by a new father and thought I'd share some thoughts on the topic.

UnitedHealth Group is a diversified health/well-being company. It offers products/services to individuals through four segments...

Calculating the tax impact of selling an investment can sometimes be complicated.

This checklist covers 28 of the most important planning issues to identify and consider when you are getting married (or remarried). It’s...

This checklist covers 26 of the most important planning issues to identify and consider after a parent passes away. It’s structured as...

This checklist covers 26 of the most important planning issues to identify and consider when going through a divorce.

Libsyn is a podcast service provider offering all-in-one hosting and distribution tools. We initially came to light of Liberated...

Social Security is one of the more complicated decisions that an individual must consider. There are a multitude of rules that can have a...

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. ...

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...

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...

This checklist covers 32 of the most important things to consider for someone who is about to retire. Updated 3/15/2019

A list of issues to consider before updating your estate plan. This checklist covers 18 of the most important planning issues to consider...

Allegiant Air is a travel company that operates a low-cost passenger airline using smaller airports where there is little or no competition.

This checklist covers 28 of the most important issues to identify and consider for someone whose spouse has been diagnosed with a...

This checklist covers 29 of the most important issues to identify and consider if your spouse has recently passed away. Updated 2/15/2019

Individuals who expect to receive a Social Security benefit and a government pension may see their Social Security benefit reduced due to...

Individuals who are receiving a government pension and a Social Security spousal, widow or widower’s benefit based on their spouse or...

Some individuals may have unique circumstances that could result in a distribution from a Roth IRA being taxed or penalized. Many of...