Strategic Financial Planning

Tax Planning Tips for 2014

The summer is quickly coming to an end and this time of the year presents a timely checkpoint to review options for reducing your tax bill. The new tax rules created from the American Taxpayer Relief Act have been in effect since 2013 and many individuals and families are continuing to look for practical ways […] Read More...

Reasons for IRA rollovers from 401k: An American example

The changing economy hasn’t been good to many workers. Jobs have changed or even gone away along with pensions and retirement benefits. Just ask the estimated 13,000 people who will lose their job at American Airlines as it restructures. Read More...

Help with college aid muddle

Traditional planning for college expenses usually exists of estimating tuition and how much to save each year to pay for four years. But once college gets closer, the numbers all change and the options all have different prices, meaning exploring financial aid usually comes into the picture. And that’s where college gets complicated. “Often financial […] Read More...

Preparing a parent for a nursing home

The prospect of putting a parent in a nursing home is stressful enough without worrying about how to pay for it. But preparing well in advance can make the decision easier. The first step in creating a care plan is to divide the tasks among family members. Each child should be given an assignment, such […] Read More...

Retirement health costs stabilize – for now

Perhaps one of the most difficult financial situations to plan for is medical expenses in retirement. It’s an expense we can’t predict, because we don’t know what health conditions we will have in retirement. But for those trying to plan, there is good news. The latest estimate for the cost of health care in retirement is […] Read More...

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