Personal Finance Advice and Commentary

Friday, May 15, 2015 4:08 pm
By Dr. Don Taylor ·

Assisted living is expensive, and there are alternatives to it like personal home care that may be less expensive. The point is that seniors need a long-term care plan.

Monday, February 23, 2015 7:00 am
By Dr. Don Taylor ·

The Roth IRA and the Roth 401(k) are funded with after-tax dollars, but qualified distributions are tax-free in retirement.

Tuesday, December 23, 2014 11:00 am
By Jennie L. Phipps ·

When it comes to giving financial gifts, fairness doesn’t necessarily mean giving equally.

Monday, January 13, 2014 7:00 am
By Judy Martel ·

One of the biggest conundrums for wealthy parents is how to teach their kids the value of work.

Wednesday, December 18, 2013 6:05 am
By Judy Martel ·

American retirees are planning to leave a lot of money to their children.

Wednesday, December 04, 2013 6:00 am
By Judy Martel ·

Think a financial windfall would solve all your problems? In fact, it may create some.

Monday, December 17, 2012 6:25 pm
By Jennie L. Phipps ·

Five estate tax proposals could make it harder for Mom and Dad to pass their business or their money to the kids.

Wednesday, August 22, 2012 10:06 am
By Crissinda Ponder ·

It’s Hump Day and we have your midweek money musings ready, here on

Tuesday, August 21, 2012 9:18 am
By Kim Fulscher ·

Bankrate has compiled some mouthwatering information for your financial world, starting with the best burgers.

Sunday, March 11, 2012 12:57 pm
By Judy Martel ·

When it comes to passing down an inheritance, most families think of money and tangible assets. But there’s another legacy that’s even more important to the preservation of families –the noneconomic one.

Typically, it’s not until after the financial paperwork, such as wills, trusts and family business agreements, is in place that families begin thinking about how they want their heritage, or identity, to be communicated to subsequent generations. But planning for this type of legacy can and should begin even earlier, giving multiple generations the opportunity to work together on the family story.

“More and more, families are recognizing the importance of family heritage,” says Susan Dsurney, family wealth adviser and CPA at GenSpring Family Offices.

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