Category: Saving for the Grandchidren

Retirement, Income, Tax & Estate Planning.

10 Retirement Mistakes You May Be Making

The prospect of retirement always sounds good—walking out of the office for the last time, Johnny Paycheck blaring from the car speakers as you drive home and sleeping late whenever you want. But too often, common retirement decisions end up being mistakes. To that end, Kiplinger put together a list of 10 financial decisions retirement…
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June 8, 2017 0

What Grandparents Need to Know about 529 Plans

Many of my clients tell me about the level of anxiety they are feeling today, but not about their own situation but rather the future for their kids and grandkids.  Many fear the next few generations won’t do as well as they did and this keeps many a grandmother awake at night. I often get…
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September 4, 2014 0

Odds and Ends

DEADLINE. If you converted a traditional IRA to a Roth in 2012 and have changed your mind, you have until October 15 to reverse the conversion. Recharacterizing will wipe away the tax bill you would otherwise owe. UNCLAIMED CASH. Conduct a free search at to see if a state treasury has unclaimed assets in…
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September 20, 2013 0

Private College Costs Climbing at an Alarming Rate – July 19, 2013 Newsletter

According to a recent Wall Street Journal article by Glenn Harlan Reynolds, a Professor of Law at the University of Tennessee, college costs are climbing at an alarming rate. A staggering statistic cited by Mr. Reynolds is a growth rate of 7.45% per year in college tuition since 1978 which translates into more than a…
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July 25, 2013 0