Lee McGowan, CFA, CFP® |
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable.
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.
Monument Group Wealth Advisors |
As we get into December, many of us think about resolutions for the year ahead. As you reflect on this exercise, we share with you an idea that a father put in place that is worthy of consideration.
Monument Group Wealth Advisors |
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
Monument Group Wealth Advisors |
Peter Johnson wrote a piece for the Concord Journal in 2014 regarding HIPAA authorization for college students. We are reposting the article on our blog for all of those who may have missed or need a refresher on the topic. Did you know that if a child is over 18 and is injured or becomes ill at college, the college’s health care office is not necessarily able to communicate with the child’s parents regarding the...
By Guest Blogger Todd Richman When I was area chairperson for alumni admissions interviewing for Brown University, I often heard from interviewers and parents who were frustrated that highly talented students were being rejected. They all asked “What does it take to get into a school like Brown?” The Brown Admissions Office explained it this way: “Brown receives over 30,000 applications each year, many from students at the top of their class with near-perfect test...