Estate Planning Basics October is “Estate Planning Awareness Month.” Here are some basics about estate planning that everyone should know. Everyone should have a plan Even if you think “you’re not rich enough” to have an “estate,” unless you’re homeless or destitute...
Top 5 Things Baby Boomers Should Know The Social Security COLA (cost of living adjustment) in 2019 will be 2.8%. This is the largest COLA increase from the Social Security Administration since 2012.1 Social Security benefits are often taxed. If you work and are at...
The 401(k) Rollover Process is Antiquated Ever had to do a 401(k) rollover? Most of the time, you have to request a physical check by mail from your 401(k) provider, receive it in the mail, print out a form, fill it out, then mail that form with the check to the new...
When should you begin collecting Social Security? It’s complicated. The question of when to file for Social Security benefits might seem simple—until you get into your 60s and start learning about the dozens of ways to file, especially if you are married. The age...
5 Tips for Setting Better New Year’s Resolutions If you typically give up on your goals by March, you’re not alone. Try these tips for 2019. Go ahead and set them again. Even if you’re one of the majority of people who have set New Year’s Resolutions in the past but...
Managing Your Finances We work with dozens of people to help them create retirement plans. But in order to get to a successful retirement, there are thousands of small decisions along the way. Like, should you drive through your local coffee place and grab a latte...
Financial Vows for Money-Savvy Couples February is a good time to celebrate your relationship with your significant other—and renew your commitment to your mutual financial success. Here are some ideas to say “I do” to this month. Vow to protect yourselves from...
Mark Henry Talks With the Media About Parenting Mark Henry, CEO of Alloy Wealth and host of “Living Large Radio”, was recently quoted in a news story, “9 Money Mistakes Parents Make,” which was featured on three major news websites: U.S. News & World Report,...
Robots & Retirement: The Future of Financial Advice Could Be Digital The online personal advising and personal wealth management company, Personal Capital, has added a new feature to its robotic platform: Retirement Paycheck. Retirement Paycheck is built into...
It’s Tax Season for Your 2018 Returns – Will You Owe More? This year, the deadline to file your income tax returns is April 15, 2019. As of early February of 2019, Time Magazine1 reported that many Americans who had already filed their 2018 taxes were shocked by...
