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    • The Disadvantages of 529 education plans
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Yearly Archives: 2025

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  2. 2025
Read more about the article Tips for finding emotional balance in the Sandwich Generation

Tips for finding emotional balance in the Sandwich Generation

  • Post author:Admin
  • Post published:November 5, 2025
  • Post category:My Wealth

If you’re part of the Sandwich Generation, you may be raising kids, supporting adult children and juggling caregiver responsibilities of aging parents. While this can be incredibly rewarding, the demands…

Continue ReadingTips for finding emotional balance in the Sandwich Generation
Read more about the article Married? Know your Social Security benefits and options

Married? Know your Social Security benefits and options

  • Post author:Admin
  • Post published:October 22, 2025
  • Post category:My Wealth

While individuals have important decisions to make regarding Social Security, married couples have the most options when it comes to claiming and coordinating benefits. For the purposes of determining benefits,…

Continue ReadingMarried? Know your Social Security benefits and options
Read more about the article Protecting your legacy

Protecting your legacy

  • Post author:Admin
  • Post published:October 8, 2025
  • Post category:My Wealth

Many parents hope to leave a parting gift for their children after they’ve gone, but how can you be sure they will use their inheritance the way you intended? According…

Continue ReadingProtecting your legacy
Read more about the article Ways to talk about and plan for an inheritance

Ways to talk about and plan for an inheritance

  • Post author:Admin
  • Post published:September 24, 2025
  • Post category:My Wealth

In 1972, men were the primary or sole earner in 85 percent of opposite-sex marriages, according to the Pew Research Center1. By 2022, that number had shrunk to 55 percent.…

Continue ReadingWays to talk about and plan for an inheritance
Read more about the article Securing your retirement with a long-term view

Securing your retirement with a long-term view

  • Post author:Admin
  • Post published:September 10, 2025
  • Post category:My Wealth

When you’re in your 40s and 50s and juggling immediate financial responsibilities — monthly bills, student loans, saving for your child’s college tuition — it can be easy to let…

Continue ReadingSecuring your retirement with a long-term view
Read more about the article Retirement plot twists

Retirement plot twists

  • Post author:Admin
  • Post published:August 27, 2025
  • Post category:My Wealth

Even if you've spent decades smartly saving and carefully planning for the future, there may still be still some unexpected twists that could throw your finances—and life—for a loop. When…

Continue ReadingRetirement plot twists
Read more about the article 5 tips for talking to your family about money

5 tips for talking to your family about money

  • Post author:Admin
  • Post published:August 13, 2025
  • Post category:My Wealth

Talking to family members about money may not always be an easy conversation, but it’s an important one. Whether you’re discussing finances with young kids, grown children or your parents,…

Continue Reading5 tips for talking to your family about money
Read more about the article Sharing a roof — and money tips — with adult kids and parents

Sharing a roof — and money tips — with adult kids and parents

  • Post author:Admin
  • Post published:July 30, 2025
  • Post category:My Wealth

If you’re like many who are part of the Sandwich Generation, you have a busy household, often with children and aging parents or relatives all living under one roof. While…

Continue ReadingSharing a roof — and money tips — with adult kids and parents
Read more about the article Sandwich Generation faces unique financial challenges

Sandwich Generation faces unique financial challenges

  • Post author:Admin
  • Post published:July 16, 2025
  • Post category:My Wealth

Over the last fifty years, the number of people living in multi-generational households has quadrupled, with many adults sharing their homes with their parents or older relatives, as well as…

Continue ReadingSandwich Generation faces unique financial challenges
Read more about the article Guide to annuity taxation

Guide to annuity taxation

  • Post author:Admin
  • Post published:July 2, 2025
  • Post category:My Wealth

When searching for opportunities to create reliable income in retirement, you may have discussed the potential benefits of purchasing an annuity with a financial professional. One important consideration when researching…

Continue ReadingGuide to annuity taxation
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