Many studies have shown that charitable giving provides greater happiness than buying more stuff. Eventually, you get used to your fancy new car, and the enjoyment it provides goes down. But giving forges feelings of connectedness and community that don’t fade away. Incorporating charitable giving into your financial plan is a great way to make […]
As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with settling their estates. There’s no simple way to tackle all the logistical and emotional challenges associated […]
Dan Taylor faced a precarious situation after his father suffered from a stroke at age 72 and couldn’t live alone. Dan was responsible for looking after him and had no idea how to proceed. He was overwhelmed by the plethora of options and was determined to find a place where his father “would be treated […]
One of the reasons that divorce is such a challenging life transition is its public nature. A couple might keep their problems private as they try to work through them. But if a rift opens that can’t be mended, the couple will have to share some very difficult news with friends and family as they […]
As wedding season draws to a close this year, I thought it would be timely to share some financial considerations post-marriage. My wife and I are newlyweds ourselves and so these considerations are particularly top of mind for us. There are many routes you can take when it comes to updating finances after marriage, but […]
A few months ago, I was presenting to a group of undergraduate students at Valparaiso University as part of a personal finance workshop series. From discussions with students nearing entry into the workforce, affordable living arrangements were a key consideration for the majority of them. Post college, some planned to live with family, some planned on […]
As most of us are preparing to file tax returns for 2015, you may be astounded to see what you actually pay in Federal and/or State income tax. If you are not sure how much you paid in Federal taxes last year, just look at Box 2 (Federal Income Tax Withheld) on your W-2 statement. […]
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