For the Love of Your Family

Articles to LIFT Your Family

The Unexpected Costs of Caring for Elderly Parents In Your Home

Multi-generational households are becoming the new (or maybe it’s really old) in vogue way to handle the care of aging parents. And we’re all for it so long as you consider the implications and set your family up for success. With Mom or Dad moving in, you can anticipate some extra expenses, not just financially, […]

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Growing Family? Time to Audit Your Insurance Policies

As your family size grows, there is lots to prepare for and consider. Welcoming a new family member can be a joyous occasion, and requires some planning. Adding a new family member can affect your finances and create a need for more protections. Reassessing your insurance coverage might not be at the top of your […]

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How Can I Plan for a Strategic Retirement?

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly. Time It Get your timing right. Review and understand your employer’s […]

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The Future of Finances: How to Teach Your Kids to Be Money Savvy

Part of being an enlightened parent is being thoughtful about how we teach our kids about adult life. Of course you want  to prepare them to make good choices as an adult, especially when it comes to finances. And, you may either feel not equipped, or you may be concerned about passing on your own […]

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When Duty Calls: Navigating the Sandwich Generation with Ease

The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation. This growing population of professionals are often still raising kids at home when they become responsible for the care of their own aging parents. The stress and […]

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Spring Cleaning For Your Legal and Financial Affairs

Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of legal and financial ordering can be […]

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Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn’t Have

When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone, so you should become familiar with the advantages IRAs have over 401(k)s before you transfer funds or set up a new account. To help you […]

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Estate Taxes in Trump’s America

Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes to the tax code are anticipated, high-net-worth families should consider what this change could mean […]

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How to Make Your First Million by Age 40

Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when in your “growing up” years because most people are a lot more willing (and able) to take risks before they get bogged down with the “realities” of life. While the old […]

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Does Your Parent Need Help With Finances? Start Here

Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant to ask their children for help with their finances. It means a […]

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Power of Attorney – What is it and Is it Enough?

Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal. There are many different kinds of power of attorney. The scope of the authority the principal grants to the agent can be very broad or quite […]

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