The cost of education continues to outpace general inflation, and with student debt still lingering in the news cycle, families today are taking a closer view of the cost of college.
For many families, gifting assets to children or grandchildren is an important part of long‑term financial planning. While annual cash gifts can be made, beneficiaries may use them immediately. Alternatively, trusts can be funded to provide oversight and protection, but gift and estate taxes can make those transfers more costly than expected. Fortunately, there is…
More than 11,000 Americans reach age 65 every day according to Social Security Administration,1 continuing the “Silver Tsunami.” Amid this shift, financial planning has never felt more urgent or more complex. The number one question for those approaching retirement remains the same: “Will I have enough?” Going into retirement without a financial plan is like…
College costs keep rising, but the financial side is only part of the story. How do you plan for education while balancing emotions, expectations, and long-term goals? In this episode, Jamie Hopkins and Kate Duffy break down smarter, more flexible ways to fund education while navigating the emotions, expectations, and values that shape these decisions….
Consider these four steps when transitioning to your new phase of life in retirement.
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