How To Help Organize Your Aging Parents’ Financial Lives
Watching the people who raised you start to decline physically and mentally is never easy. But as your parents age, their financial well-being may become a concern. Financial to-dos are often one of...
View ArticleDoes It Make Sense To Still Carry Life Insurance In Retirement?
During your primary earning years, it’s prudent to have a life insurance policy. You want to protect your spouse, children, and loved ones in the event of your untimely passing. But as you near...
View ArticleThe Open Enrollment Checklist Federal Employees Will Want To Keep Close This...
Open enrollment typically lasts between October and December. While it’s simple to overlook your annual benefit selections like health insurance and retirement savings, as your life evolves, so too do...
View ArticleWhat You Need To Know About Healthcare If You’re Retiring Early
There is no ironclad rule about when you can retire. While most of us need decades to save enough to retire comfortably, if you sell your startup at 28 for millions, retirement could be in your...
View ArticleUnderstanding Your Federal Employee Health Benefits
Federal government employees and their families have access to some of the most comprehensive healthcare benefits in the country through the Federal Employee Health Benefits (FEHB) Program. Coverage...
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How To Use Charitable Giving As A Tax Strategy
The primary goal of charitable giving is to support causes and organizations that are meaningful to you, but you shouldn’t overlook potential tax benefits. Understanding these benefits, and more...
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How To Audit Charities Before Donating
One of the many reasons to donate is supporting causes or organizations that are important to you. From homelessness to the arts to victimized animals, there’s almost certainly an organization doing...
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Year-End Financial Planning For Pre-Retirees in 6 Simple Steps
If you can’t escape Christmas music, cards are arriving daily and you’re near the end of your shopping list, it must be time for… year-end financial planning! If you’re preparing for retirement,...
View ArticleA Detailed Retirement Planning Timeline For Emory University Employees
When you are less than a decade away from retirement, it’s time to take a good look at your finances and retirement accounts. Here’s a simple, detailed timeline to follow to increase the likelihood...
View ArticleA Comprehensive Financial Plan Example for Federal Government Employees
As a Federal Government employee, you may be eligible for an inflation adjusted pension as well as other retirement benefits. The pension and benefits are typically superior to those available in the...
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