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Teaching Kids About Money

One Saturday morning when I was around 10 years old, my Dad and I broke from our traditional routine of news, cartoons and cereal and took a walk. This wasn’t going to be our usual stroll around the neighborhood. We were walking to a bank branch that had recently...

Changes to the Child Tax Credit

Our baby girl will be here mid-December, and fingers crossed, she’ll make it in time to be included as a dependent on this year’s tax return. I’d say that sort of timing puts her on Santa’s nice list! Families with young children can take advantage of a few different...

Personal Security Planning

Personal Security Planning A question we get frequently is how best to go about protecting identity and other personal information. We’ve blogged about it in the past on multiple occasions, but these things can be moving targets as new technologies and schemes create...

A Closer Look at Indexed Annuities

You’ve probably noticed there are more than a few things going on in the world these days that add to a sense of uncertainty, volatility, and fear.  People in general prefer some degree of predictability in all aspects of their lives, and personal finances likely...