Changing Jobs? What You Need to Know (Part 1 of 2)
Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one...
Jul 24, 2017
Kimberly S. Baker, CFP®
Who Can You Trust with Your Trust?
Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?
Making Charitable Donations Count
Whether it is an extra tug on your heart and wallet after a global disaster or humanitarian crisis, or a regular part of your annual spending...
Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?
Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they've saved enough, or if they're spending their nest egg too quickly? One of the key factors in the equation is life expectancy - but how many people know exactly how long they expect to live?
Making the Most of Your Employee Benefits
Autumn is open enrollment season for many workers – that particular time of year when employees can elect to sign up for various health and retirement savings benefits. Are you taking full advantage of those perks?
What Should You Do With Your Inheritance?
Inheritances – no matter the size – can have a substantial impact on you and your family’s financial status. What should you do when you come...
