Articles written by jennifer williams
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Investing for major financial goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any m...
Getting started: Establishing a financial safety net
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial s...
Do your parents need long-term care insurance?
We live in an age of medical miracles. People live longer than ever before, and life expectancies...
Types of long-term care
What is long-term care? In general, long-term care refers to a broad range of medical and personal...
Long-term care insurance (LTCI) - part 2
(continued from July 4 issue of the Loop) Who should purchase LTCI? During the “golden years,” when...
Long-Term Care Insurance (LTCI) Part 1
What is long-term care insurance (LTCI)? Long-term care insurance (LTCI) is a contractual...
Reviewing your finances mid-year
You made it through tax season and now you’re looking forward to your summer vacation. But before y...
Retirement withdrawal rates
During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 4...
How does your 529 Plan stack up against the competition?
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, now...
When your child asks for a loan, should you say yes?
You raised them, helped get them through school, and now your children are on their own. Or are...
IRS and penaltys and installments
I owe a large amount of money to the IRS. Can I pay what I owe in installments? Unfortunately, not e...
10 Financial Terms Everyone Should Know
Understanding financial matters can be difficult if you don’t understand the jargon. Becoming f...
Key numbers for 2015
Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that affect...
Merging your money when you marry
Getting married is exciting, but it brings many challenges. One such challenge that you and your spo...
Appropriate Checklists for Year- End Tax Planning - Part 2
Financial investments Pay attention to the changes in the capital gains tax rates for individuals...
Appropriate Checklists for Year-End Tax Planning - Part 1
What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to...
Retirement Planning, Part 2: The Basics
Build your retirement fund: Save, save, save When you know roughly how much money you’ll need, y...
Retirement Planning Part 1: The Basics
You may have a very idealistic vision of retirement--doing all of the things that you never seem to...
Saving for Retirement and a Child's Education at the Same Time - Part 2
Continued from the October 11, 2014 issue. If possible, save for your retirement and your child’s c...
Saving for Retirement and a Child's Education at the Same Time Part 1
You want to retire comfortably when the time comes. You also want to help your child go to college....
10 Basic Tax To-Dos for the Rest of 2014
Here are 10 things to consider as you weigh potential tax moves between now and the end of the...
Top 10 Tax Breaks You'll Miss in 2014
Answer: You probably didn’t notice, but when the clock stuck midnight on Dec, 31, 2013, a number of...
Intro. to Retirement Planning Pt 2
(continued from The Loop Aug. 16, 2014 issue, pg 8) What should you know about distributions from...
Intro. to Retirement Planning Pt. I
What is retirement planning? Retirement planning involves an analysis of the various choices you...
Are 529 College Saving Plans a Good Way to Save for College?
Yes, they can be an excellent way to save for college. College savings plans are established by...
