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Charitable gifts come in many forms

Q: We getting ready to sell our business and are considering making some charitable gifts. What suggestions do you have on the best ways to donate? -  T.W. Missouri  A: When you decide the time is right time for you to make a charitable gift(s) to your favorite nonprofit organization or cause(s), don’t assume that just [...]

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Categories: 30-45, 45-65, 65-75, 75 plus, Advisors - Dealing with, Article Complexity, Business Ownership, Charitable Giving, Complexity - Basic, Dealing with Death, Dealing with Life's Catastrophes, Death, Divorce, Divorce Planning, Domestic Partners, Education, Employment, Estate - Planned Giving, Estate Planning, Estate Planning & Administration, Estate Planning & Administration - (All), Family Gifts, Family Office Planning, Financial Planning, Financial Planning - LE, Giving, Home Ownership, IRA's, Illness, Inheritance - LS, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Lower Middle Class, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Planned Giving, Retirement, Single Dad, Single Mom, Tax Planning , Terminally Ill, Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Your Money

Choosing the right financial advisers

Q: We’re a middle aged couple and I have just received a modest inheritance. We need some tax and financial planning assistance in understanding our financial situation and in making some important decisions in front of us. Where can we find this financial assistance, and how do we select the right professionals to help us? [...]

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Categories: (401K) Management, 20-30, 30-45, 45-65, 65-75, 75 plus, Administration, Adoption Planning, Advisors - Dealing with, Article Complexity, Bankruptcy, Building a Home, Business Ownership, Business Planning, Career Changes, Careers, Education & Your Business, Cohabitation Planning, Complexity - Basic, Conflict Resolution, Dealing with Death, Dealing with Life's Catastrophes, Dealing with Sudden Wealth, Death, Divorce, Divorce Planning, Domestic Partners, Education Planning, Funding & Selecting, Employment, Estate - Administration, Estate - Documents, Estate - Elder Care, Estate - Inheritance, Estate - Planned Giving, Estate - Trusts, Estate Planning, Estate Planning & Administration, Estate Planning & Administration - (All), Family Gifts, Family Office Planning, Financial Independence & Beyond, Financial Independence / Retirement (FIR™) Planning, Financial Planning, Financial Planning - LE, Graduation from College, Home Ownership, Home Purchase, Home Refinance, Home, Auto & Insurance, IRA's, Illness, Inheritance - LS, Insurance, Investment Planning , Investment Selection, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Life's Catastrophes, Live for Today, Live for Tomorrow, Long Term Care Planning, Lottery Winning, Lower Middle Class, Major Expenditures, Making Difficult Decisions, Marriage / Life Partner, Marriage Planning, Men's Financial Issues, Middle Class, Parents, Planned Giving, Planning, Pooled Income Funds, Poor, Pre 20's, Probate, Retirement, Retirement Plan Distributions, Retiring - Getting Ready to Retire, Self-Employment, Single Dad, Single Mom, Stock Options, Tax Audits, Tax Planning , Tax Return Preparation, Terminally Ill, Trusts - Irrevocable Trusts, Trusts - LE, Trusts - Life Insurance, Trusts - Living Trusts, Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Working Abroad, Your Money

Guide for using trusts in your estate plan

Q: We’re in the process of updating our estate and financial plans and all the rules seems so confusing, especially those on trusts. Are trusts something we need? Can you give us some ideas and guidelines?  – R.S., California  A: Do you want to make sure your family is specifically provided for if you become [...]

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Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Administration, Advisors - Dealing with, Article Complexity, Business Ownership, Cohabitation Planning, Complexity - Basic, Dealing with Death, Dealing with Life's Catastrophes, Death, Disability & Illness, Divorce, Documents, Domestic Partners, Elder Care, Estate - Administration, Estate - Death in the family, Estate - Documents, Estate - Elder Care, Estate - Inheritance, Estate - Planned Giving, Estate - Trusts, Estate Planning, Estate Planning & Administration, Estate Planning & Administration - (All), Family Office Planning, Financial Planning, Financial Planning - LE, Graduation from College, Home Ownership, Home Purchase, Home Refinance, IRA's, Illness, Inheritance - LS, Insurance - Life, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Litigation, Live for Today, Live for Tomorrow, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Planning, Retirement, Single Dad, Single Mom, Trusts, Trusts - Irrevocable Trusts, Trusts - LE, Trusts - Life Insurance, Trusts - Living Trusts, Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Working Abroad

How would things be different if we’re married?

Q: I have been living with someone for some time now and can’t seem to decide if I want to get married or not. Can you share some thoughts on this subject for me? F.H., Ohio A: The “M” word may be your favorite or most dreaded word in the English language. Let your imagination [...]

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Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Administration, Adoption Planning, Article Complexity, Birth of a Child, Budgeting , Building a Home, Business Ownership, Career Changes, Cohabitation Planning, Complexity - Basic, Credit - Establishing & Maintaining, Dealing with Life's Catastrophes, Death, Divorce, Domestic Partners, Estate Planning, Estate Planning & Administration, Estate Planning & Administration - (All), Family & Health Care, Family Office Planning, Financial Planning, Financial Planning - LE, Home Ownership, Home Purchase, Home Refinance, IRA's, Illness, Inheritance - LS, Insurance, Investment Planning , Investment Selection, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Major Expenditures, Marriage / Life Partner, Men's Financial Issues, Parents, Planning, Retirement, Single Dad, Single Mom, Tax Planning , Tax Return Preparation, Women's Financial Issues

Starting a new business?

Q: We’re in our late forties and have worked for large companies. Recently, I’ve been laid off after twelve years of dedicated employment and should be in the prime of my earning years. We have two adult kids and don’t have the net worth to reach our financial goals. With this tight job market I’m [...]

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Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Advisors - Dealing with, Article Complexity, Budgeting , Business Ownership, Business Planning, Career Changes, Careers, Careers - First Job, Careers, Education & Your Business, Cash Management - Finding More Money, Changing Jobs, Cohabitation Planning, Complexity - Basic, Death, Divorce, Divorce Planning, Domestic Partners, Education, Employment, Employment Benefits Management, Estate Planning & Administration, Family & Health Care, Family Office Planning, Financial Independence & Beyond, Financial Independence / Retirement (FIR™) Planning, Financial Planning, Financial Planning - LE, Graduation from College, Graduation from High School, Home Office - Starting & Operating a Home Office, Home Ownership, Home, Auto & Insurance, IRA's, Illness, Inheritance - LS, Insurance, Insurance - Small Business, Investment Management, Investment Planning , Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Lower Middle Class, Major Expenditures, Making Difficult Decisions, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Planning, Poor, Pre 20's, Retirement, Retirement Plan Distributions, Retiring - Getting Ready to Retire, Salary Reduction Plans, Self-Employment, Shopping Smart, Single Dad, Single Mom, Tax Audits, Tax Planning , Upper Middle Class, Vacation Planning, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Working Abroad, Your Money