Posts Tagged ‘taxes’
Financial Planning for Cohabitating vs. Marriage
Financial Planning for Cohabitating vs. Marriage Written By: Kevin Reardon, CFP® Adults living together in a romantic relationship outside of marriage, defined as cohabitation, has grown exponentially in the last 50…
Read MoreTax Filing After Loss of a Loved One
Tax Filing After Loss of a Loved One Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Losing someone close to us is one of the most challenging times we…
Read MoreFinancial Planning for Widows
Financial Planning for Widows Written By: Kevin Reardon, CFP® The fairytale begins with two young people falling in love and getting married. Children follow soon after and life is wonderful.…
Read MoreThe “Right” Way to Add Adult Children to Your Bank Accounts
There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts. It’s a scenario we see often—an older adult wants to add one of…
Read MoreBenefits of Donating to Charity Using Your Retirement Assets
By Kevin Reardon, CFP® How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift…
Read More