Money Matters
Category Archive
February 29, 2016 •
2016, February 2016, Money Matters •
MarmaladeMag •
Comments Off on The special needs trust
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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January 1, 2015 •
2015, Big Kids, Expert Advice, Home Life, January 2015, Money Matters, Teens and Pre-Teens •
Jim Gilmore, CFP® •
Comments Off on Lessons for Future Millionaires
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...
January 1, 2015 •
2015, Big Kids, Decor & Crafts, Home Life, January 2015, Money Matters, Teens and Pre-Teens •
Michelle Koeppl •
Comments Off on Money Smart Stuff
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...
January 1, 2015 •
2015, Expert Advice, Home, January 2015, Money Matters •
MarmaladeMag •
Comments Off on Q&A with Al Hensling, United American Mortgage
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....
January 1, 2015 •
2015, Holidays, Home Life, January 2015, Money Matters, Sports, Health & Fitness •
MarmaladeMag •
Comments Off on From Resolution to Reality
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...
December 1, 2014 •
2014, December 2014, Expert Advice, Money Matters •
Donald Hunsberger, Esq. •
Comments Off on Remaining Flexible
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...
November 1, 2014 •
2014, Expert Advice, Money Matters, November 2014 •
Jim Gilmore, CFP® •
Comments Off on Ways the Middle Class Can Make a Difference for Charity
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,”...
November 1, 2014 •
2014, Home Life, Money Matters, November 2014 •
Donald Hunsberger, Esq. •
Comments Off on 3 Triggers for Trust Revision
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...
October 1, 2014 •
2014, Expert Advice, Money Matters, October 2014 •
Donald Hunsberger, Esq. •
Comments Off on Choose Your Weapon: Cautionary Tales of Trustee Mis-Selection
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...
August 1, 2014 •
2014, August 2014, Expert Advice, Money Matters •
Donald Hunsberger, Esq. •
Comments Off on Once More Leaving the Beach: Plan Like an English Teacher
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...
