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Beware Home-Selling Myths

Submitted by Jim Blankenship on Thursday, October 15, 2015 - 9:00am

Like many folks, you sell a home only a few times in your life and so likely don’t know the potentially tricky rules and laws concerning real estate sales. Here are some half-truths, both new and established.

Building Your Money Team

Submitted by Mary Beth Storjohann on Friday, October 9, 2015 - 9:00am

As Thomas Stanley, author of The Millionaire Next Door, found in his research, the best wealth accumulators usually consult a team of advisors when making important financial decisions. That’s good advice for you, as well.

Adult Kids’ Key Documents

Submitted by Sheri Iannetta Cupo on Thursday, October 8, 2015 - 12:00pm

Recently my days as a legal guardian ended when my younger son Devon turned 18. I can’t believe it’s already been 19 months since my elder son Dominic reached adulthood. At that time, I reminded parents of the importance making sure that adult children’s planning documents are in order, especially regarding medical care as your kids go off on their own.

Your Estate Plan: New Laws

Submitted by Joseph A. Clark on Thursday, September 10, 2015 - 12:00pm

Figuring out how to pass assets on to heirs is an integral part of the estate planning process. But it’s not always easy to determine the wisest path, given the many options available as well as changing tax laws.

Thinking Through a Legacy

Submitted by Lewis J. Walker on Friday, August 28, 2015 - 3:00pm

When you say, “I want to leave a legacy,” what do you mean? Is legacy about money, possessions, memories, spirituality, meaning, love, circles unbroken, the lives of loved ones and fellow humans who are better off because you were here ... what?

Your Mid-Year $$ Checkup

Submitted by Taylor Schulte on Friday, July 31, 2015 - 12:00pm

This time of year marks a great moment to slow down and look at your financial progress in 2015. How are you tracking against goals you set in January, and do you have an opportunity to save more, give to a cause or reduce this year’s taxes? Examine financial goals you set earlier this year, focusing on each major aspect of your money plan.

Social Security Ignorance

Submitted by Rick Kahler on Friday, July 31, 2015 - 9:00am

Even though Social Security is a backbone of retirement, public ignorance about it is widespread. That doesn’t bode well for people’s retirement planning, especially because the program faces a funding shortfall within the next two decades.