By Jamie Bosse Many people plan to leave assets to specific charities after they pass away. These assets will pass via instructions in their will or trust or perhaps via a beneficiary designation in a 401(k) plan or IRA (Individual Retirement Account). Often times,...
By Lucas Bucl For most parents, paying for a child’s college or graduate school education is a major event. For some parents, it rivals only the purchase of a home in number of dollars spent. As the cost of college continues to rise, it’s little wonder...
By Joni Lindquist I recently read a great article by Ilan Moscovitz in The Motley Fool that addresses the different requirements for those calling themselves “financial advisors.” The piece explains how Obama’s administration is trying to change a long-standing double...
By Patrick Amey One of life’s universal truths is that every time we get a jump in pay, Uncle Sam generally does as well. Throughout our jobs and careers, there are trigger events – gaining a second income, securing that big promotion or receiving a large...
By Lucas Bucl When making a job transition, there are a lot of things to think about. Many times it involves starting with a new employer, relocating, or any other number of changes and decisions to make. One thing that many people often overlook is their old...
