Your Grandkids’ Education and Your Retirement: Can You Fund Both?

Anyone who has ever flown commercially has heard the instruction: “In the event of a sudden fall in cabin pressure, facemasks will drop down… If you’re traveling with a minor, put your own facemask on first, and then assist the minor…” Did you ever wonder why they say that? It’s because the most important thing […]
Preparing for a Spouse’s Death: It’s More than Making a Will

The prosperous couple—we’ll call them Bill and Mary, though those aren’t their real names—thought they had done everything right. Bill had maximized his Social Security benefit by waiting until age 70 to begin receiving it; Mary was taking her spousal benefit, because it was larger than the benefit she could claim on her own. They […]
Financial Considerations for Horse People—And Those Who Want to Be

Horses have fascinated humans for thousands of years. Many of us can recall times in our lives when the dream of riding our own horse was about all we could think about. Maybe you drew pictures of horses in your spare time; maybe you read every horse-related book in your public library. Maybe you still […]