8 Ideas That Help you Manage a Financial Windfall

Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly slip through our fingers. One study found that one third of the people who received an Read More

7 Charitable Giving Missteps and Higher Taxes on Capital Gains

Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year.  Read More

The Cost-of-Living Adjustment and What It Means For You

In October the Social Security Administration announced that the cost-of-living adjustment (COLA) for 2021 is 1.3%. The increase shows up in beneficiaries’ January checks. In November, the Centers for Medicare and Medicaid Services (CMS) announced Read More

6 Money Mistakes You and Your Spouse Can Avoid

1) Set Goals He’s a spender, she’s a saver. Or, he has an always-expanding list of toys he would like to add to his collection, and she spends most of her time thinking about growing the family’s emergency fund and how she can max out their 401k Read More