2017 Tax Deadline for Charitable Contributions

Before we know it, the holiday season will be upon us along with certain year-end deadlines, including the December 31st deadline for making tax-deductible charitable contributions for tax-year 2017. As we prepare to enter what is traditionally the giving season, keep the following tips in mind when making charitable donations: 

Four Steps to Valuing an Estate

How much are you worth? Finding out the value of your estate can help you plan and prepare for the future. We thought you might like to learn how it's done.

Emergency Preparedness for Finances

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being prepared financially is just as critical for reducing stress and taking action when the unexpected occurs.

Reasons to Review Your Social Security Statement

Did you know that determining whether your Social Security earnings record is correct falls squarely on your shoulders—not your current or previous employer(s) or the Social Security Administration?

Understanding Medicare

Medicare Basics

It’s important to enroll in Medicare as soon as possible to avoid a gap in coverage or potential penalties for late enrollment.

5 Key Retirement Numbers to Consider

In the seemingly complex world of retirement, there are important numbers you should be aware of that could make or break your overall retirement savings. A recent USA Today article highlights ten numbers that could make or break your retirement1. Here we outline our top five: 

Identity Theft: Major Risk to Retirement Income

You’re probably familiar with three of the most common risks to your income in retirement: over-spending, market volatility, and longevity. But did you know that identity theft is quickly becoming a fourth risk factor?

Tax Rules When Selling Your Home

Selling your home may or may not create a taxable event.


How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are considering doing so, you may want to be aware of these new rules.


Saving Versus Paying Off Debt

The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial planners and the responses will be split, roughly down the middle. While there might be as many advocates for savings as there would be for paying down debt, the broad consensus will likely be that it really depends on the situation.

Should You Have a Living Trust?

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

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