Coping with Alzheimer’s: Are You Prepared?

You or someone close to you will probably develop Alzheimer's at some point. This can be emotionally and financially devastating for patients and their caregivers. Proactive planning can significantly improve quality of life for people who suffer from Alzheimer's and for their caregivers.

Who's Your Nanny?

It's tough finding a good nanny, and it's also tough finding your way through the tax code to make sure your arrangement is legal.

Protect Your Children From Your Wealth

A child raised in a household where money is not a concern may suffer from lack of motivation, underachievement in school, or a sense of entitlement. Be sure your children inherit your wisdom, not just your money.

Compelled to Sell or Relenting to Rent?

If you have recently purchased a new home and are wondering what to do with your previous residence, check out our summary of the financial, tax, and personal issues.

"Mortgage Maxing - A Conflict of Interest"
- March 2005

Many so-called "financial advisors" say you should not pay off or pay down your mortgage when cash becomes available to do so. Who really wins when a client follows this recommendation?

Charitable Gifting Vehicles - The Basics

A comprehensive analysis of several gifting vehicles including highlights and warnings to determine which is best for you.

Your Money Personality - Know Your Financial Habits

Some insight into your current financial habits and how to develop "good" habits from the bad.

Tax Tidbits

A brief explanation of history, bizarre laws, and some instances in which Americans have said "no" to taxes.

Both Spouses Need Coverage To Insure Against Long Term Illness

Who needs long term care and how to get it if you don't have it.

Standards for Charitable Accountability

Charitable giving is more than sending a check. Consider this list of standards from the Wise Giving Alliance to ensure you're making sound giving decisions.

Don't Let Disaster Strike Twice

Homeowners need to be educated on the liabilities involved in home ownership when natural disasters occur.

529 Plans - An Ideal Holiday Gift For The Kids Or Grand kids

If you are a parent or grandparent who is concerned about higher education, the Tax Cut of 2001 may have created a wonderful gifting opportunity.

Common Mistakes of Fiduciaries Responsible for Investments

If you are a fiduciary, don't miss this explanation of your responsibilities. You may be surprised.