Family Finances

The 6 Step Mid-Year Financial Performance Checkup

Summer is a busy time for many of us. While some things on your to-do list might get pushed to the side, your mid-year financial checkup shouldn’t be one of them. Set aside some time to sit down and look at how your financials have performed during the first half of the year. Make any required changes and you’ll be on the right path for a strong finish to 2017.

By Sean Bryant, ago
Estate Planning

4 Insights into Understanding Sudden Wealth

A death in the family, the sale of a start-up company in which you have stock, or an outsized profit on a home sale can put sudden and significant wealth into your hands. When this happens, it’s important to know what to do first. Since sudden wealth is financially complex, finding an advisor who can help navigate this is an important starting point.

By Jane Hodges, ago
Family Finances

Banking On Mom and Dad

If you’ve got adult children, should you help them financially? If you’re an adult with well-heeled parents, should you accept or resist their financial involvement? Advisors acknowledge most adults financially help their kids even after they’ve left the nest, but urge caution.

By Jane Hodges, ago
Family Finances

Five Signs It’s Time to Hire an Accountant

Many Americans consider tax season to be one of the most worrisome times of year--in large part because they don't know how the math will work out when they crunch the numbers on their annual return. Working with a CPA or accountant can help ease the pain--and these professionals can also provide valuable financial planning advice and business strategy so you minimize taxes owed and maximize resources.

By Jane Hodges, ago