Financial

Signs That You Need to Take Over the Reigns of Your Senior Loved Ones Finances

By James Hall ~ Managing one’s finances properly is a challenging task no matter your age but this can become even increasingly difficult as you age and you don’t have the financial freedom that you once had. For example, you may be witnessing a senior loved one grapple with the issue of their finances for […]

Financial Focus: How can you cope with market volatility?

By Jeremy Laufer ~ These are unsettling times for investors. Even before the geopolitical crisis involving Russia and Ukraine, the financial markets were facing headwinds due to higher inflation, the anticipation of rising interest rates and the continuing effects of the pandemic. As an individual investor, should you take some type of action?

Financial Focus: Watch for changes in RMDs

By Jeremy Laufer ~ If you’re a certain age, you’ll need to withdraw money from some of your retirement accounts each year. But in 2022, the amount you must take out may be changing more than in other years – and that could affect your retirement income strategy.

Financial Focus: Don’t fall victim to tax scams

By Jeremy Laufer ~ It’s that time of year, when we gather our W-2s, 1099s and all the other forms and documents we need to file our taxes. However, it’s also busy season for tax scammers. How can you avoid being scammed?

Financial Focus: Don’t avoid ‘taboo’ topics with older parents

By Jeremy Laufer ~ If your parents are getting close to retirement age, or are already retired, it may be time to talk with them about financial and aging issues, some of which may involve difficult conversations. For the sake of everyone in your family, don’t avoid these “taboo” topics.

Financial Focus: Maximize your charitable giving

By Jeremy Laufer ~ The Tuesday after Thanksgiving has become known as Giving Tuesday, when people are encouraged to donate to charitable organizations. If you’d like to take part in this special day, you’ll want to maximize the effectiveness and benefits of your charitable gifts.

Financial Focus: Are your loved ones prepared to be caregivers?

By Jeremy Laufer ~ Once you’re retired and your children are grown, they are likely “off the books,” as far as your financial responsibility for them is concerned. Yet, you’re probably still prepared to do anything to help them – but are they ready to take care of you if the need arises?

Finacial Focus: Help grandkids prepare for the future

By Jeremy Laufer ~ If you’re a grandparent, you don’t need Grandparents Day, observed on Sept. 12, to remind you of the joys of having grandchildren. Yet, you might want to use this day as an opportunity to think about ways to help provide for your grandchildren’s future.  The type of gift or support you […]

Financial Focus: Review your IRA, 401(k) beneficiaries

By Jeremy Laufer ~ If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: “Am I contributing enough?” “Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?” But here’s one inquiry you might be overlooking: “Have I used the […]

Financial Focus: Are trust services right for you?

By Jeremy Laufer ~ If you’re extremely busy with your career and family and you’ve accumulated a fair amount of assets, you might be concerned about a variety of issues related to financial management and legacy planning. Specifically, you might think you don’t have the time or expertise to deal with these matters effectively. If […]

Financial Focus: Father’s Day gifts… for your kids

By Jeremy Laufer ~ If you’re a dad, you may be in line to get some nice gifts on Father’s Day. But your greatest gift may be your ability to help your children. One way of doing that is to get them started in the world of investing – and making a few investments on […]

Beware Of These Financial Myths And Misconceptions About Retirement

By Dariusz Godlewski ~ Many people look forward to retirement and all the enjoyment it can bring after having worked so hard for decades. But from a distance, whether a few years or many years away from retirement, it’s not easy to clearly see what retirement will look like.

Financial Focus: Here’s a long-lasting Mother’s Day gift

By Jeremy Laufer ~ Mother’s Day has almost arrived. As an adult, you can fully appreciate all your mother has done for you, so, on this occasion, you may be happy to give Mom flowers, candy, jewelry or something similar. But Mother’s Day is here and then it’s gone. Is there a longer-term gift that […]

Managing Your Google Account for Estate Planning

By Patrick Baker ~ If you have a Google account, you’re in control of your data and the tools available to manage your account. But did you know you can tell Google how to manage your account as part of your estate plan? People use Google accounts and apps for email, creating and managing documents, […]

Financial Focus: How Can Women Overcome Obstacles to Financial Security?

By Jeremy Laufer ~ On March 8, we observe International Women’s Day, a celebration of the social, economic, cultural and political achievements of women. Of course, women still tend to encounter more obstacles than men in the pursuit of financial security. Let’s consider a few of them.


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