Last week, we discussed key questions you should ask before you purchase a timeshare or about a timeshare you already own. This week, we’ll discuss what you should do if you’ve asked those key questions and realize your timeshare isn’t what you thought it would be....
As summer begins, you may have already planned – or are in the last stages of planning –your vacation. Vacation is often a much-needed getaway for us from our jobs, as well as a chance to finally enjoy some true family time. It’s no surprise that many of us go to...
Sometimes planning can leave you lost in details. We believe, in its simplest form, retirement planning requires you to consider two chief components: The first is saving for retirement, and the second is planning on how you will spend your time during retirement. In...
It’s graduation time – a chance for us to celebrate a key rite of passage for many young people. Often, our “go-to” gift is cash inside a greeting card. This week’s MoneyDo: give a graduate – or anyone with their lifetime still largely in front of them – a...
As you prepare to enjoy your future and time in retirement, it’s essential to consider the potential costs of long term care, and whether you need to consider long term care as a part of your financial plan. Long term care becomes necessary when we can no longer...
If someone close to you (other than your spouse) has an IRA and you are named as the beneficiary, (sometimes called a “Stretch IRA), it’s important to understand the tax implications if they pass away. In this week’s MoneyDo, we explore the advantages and some of the...
