Key Numbers 2018
Key tax and retirement numbers and limits for the 2018 tax year
IRS Tax Guidance on Same-Sex Marriage
Guidance issued in response to recent Supreme Court decisionThe Treasury Department and IRS guidance was issued in response to the recent Supreme Court case striking [...]
Uncle Sam Knows Asset Allocation?
You might be surprised to hear that the Securities and Exchange Commission has published one of the most helpful articles on asset allocation. As you [...]
Financial planning for divorced women
IT’S ALL IN YOUR HANDS A Post-Divorce Action Plan You have just gone through one of the most challenging and difficult periods that a woman [...]
How, exactly, does one “get one’s affairs in order”?
In 2008, Jane Bissler, a counselor in Kent, Ohio, approached her then-87-year-old mother about organizing her documents. Because her mom was a widow with relatively [...]
Financial Planning Overview
Financial Planning--Helping You See the Big Picture Common financial goalsSaving and investing for retirementSaving and investing for collegeEstablishing an emergency fundProviding for your family [...]