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The special needs trust

February 29, 2016 • 2016, February 2016, Money MattersComments (0)

A thoughtful financial move for a loved one with a disability. Presented by Jim Gilmore, CFP® If you have a child with special needs or care for an adult relative who is mentally or physically challenged, you face long-run financial demands. In all probability, federal and state assistance won’t help you meet all of them. [&hellip...

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Lessons for Future Millionaires

January 1, 2015 • 2015, Big Kids, Expert Advice, Home Life, January 2015, Money Matters, Teens and Pre-TeensComments (0)

Giving Kids a Better Understanding of Money and Finances How do you give your children or grandchildren the right attitude about money? And a good financial start? While you can gift your child up to $14,000 a year tax-free, consider these options, wrapped up...

Money Smart Stuff

January 1, 2015 • 2015, Big Kids, Decor & Crafts, Home Life, January 2015, Money Matters, Teens and Pre-TeensComments (0)

Objects to Help Your Kids Reach for Financial Success at an Early Age I’m sure, if you really took a second, you could remember your first piggy bank. Your first coin purse. Your first secret stash. The hole in the back of the closet. The enormous mason jar...

Q&A with Al Hensling, United American Mortgage

January 1, 2015 • 2015, Expert Advice, Home, January 2015, Money MattersComments (0)

By many industry seers’ accounts, families will be back in the market for homes in 2015. Is your family one of them? Before you pull the trigger, Al Hensling, President of United American Mortgage, offers you the following perspectives – and advice....

From Resolution to Reality

January 1, 2015 • 2015, Holidays, Home Life, January 2015, Money Matters, Sports, Health & FitnessComments (0)

20 Ways Busy Moms and Dads can Actually Keep the 4 Most Common Resolutions   RESOLUTION: Lose Weight / Get Fit 1. Eat smaller portions: Don’t open the refrigerator with “wild dog hunger.” Insteak, keep a steady balance throughout the day with...

Remaining Flexible

December 1, 2014 • 2014, December 2014, Expert Advice, Money MattersComments (0)

When Change is the Only Constant with Tax Law, Portability Should be a Requirement, Not an Option Siriusly surfing channels last week en route to a seminar on Saturday, a selection fell on a song by Jose Mari Chan entitled “Constant Change.” The piece...

Ways the Middle Class Can Make a Difference for Charity

November 1, 2014 • 2014, Expert Advice, Money Matters, November 2014Comments (0)

You don’t need to be wealthy to make an impact and get a win-win Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,”...

3 Triggers for Trust Revision

November 1, 2014 • 2014, Home Life, Money Matters, November 2014Comments (0)

Life moments that should remind you to update your documents Parents of younger children often leave their lawyers’ offices with a sigh of relief. “We are so glad to get that out of the way,” they laugh together as they drop their pens on the conference...

Choose Your Weapon: Cautionary Tales of Trustee Mis-Selection

October 1, 2014 • 2014, Expert Advice, Money Matters, October 2014Comments (0)

The image is as clear as any Norman Rockwell calendar that catches a concept of childhood. Many moons past, my four-year-old son, decked out as his favorite Ninja Turtle, his hands placed adamantly on his hips, grips his two plastic Samurai swords, and from...

Once More Leaving the Beach: Plan Like an English Teacher

August 1, 2014 • 2014, August 2014, Expert Advice, Money MattersComments (0)

Summer is over: children are weeping in their classrooms, teachers are tacking up new bulletin boards, and moms are dancing in their kitchens. Forget about the crystal ball on Broadway: for families with children, this is the real start of the new year. Every...