Updates
What Should You Do With That Old 401(k)?
If you have money in a retirement plan at a previous employer, what should you do with it? Assuming your balance is in a plan like a 401(k) or 403(b) defined contribution plan, you have three basic ch…
How To Donate $50,000 or More Without Making Things Worse
No one wants to make a charity worse off, especially those who are giving large donations. Yet this is exactly what Dale was afraid he was doing.
Dale was a successful business owner in Portland, Ore…
What If Scrooge Was Right?
The character Ebenezer Scrooge doesn’t get much love. Charles Dickens described him so meanly in A Christmas Carol that his name has become synonymous with miserliness. But does Scrooge get a bad ra…
Planning for senior care? The four questions you should ask
I began my journey into senior care in 1996, going to all sorts of long-term care facilities, from assisted living to residential and everything in between. On every visit, I was wearing a uniform and…
Dates to Remember: Year-End Deadlines
With the end of the year quickly approaching, there are a number of important deadlines to keep in mind.
2016
DEC 15 - Deadline for healthcare open enrollment for plans beginning Jan. 1 (More inf…
