I’m Getting Married. How Could Marriage Potentially Affect My Finances?

Posted by Richard on December 30, 2014

Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. There are, however, two important caveats. First, same-sex marriages are recognized for federal income and estate tax reporting purposes. However, each state determines its own rules for state taxes, […]

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Annual Report Shows College Cost Increases Slowing

Posted by Richard on

  The latest report on college costs published by the College Board indicted that, although college costs still increased more than general inflation in the past year, the increase in tuition and fees for the 2014-2015 academic year will be lower than the average annual increases in the past five years, the past 10 years, […]

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How Much Health Insurance Do I Need?

Posted by Richard on

  The answer is simple: enough to ensure that if you (or a covered family member) get sick or injured, you’re not footing the entire medical bill on your own. If you receive health insurance through your employer, your choices are limited. Some employers will offer plans from multiple health insurance providers, but most limit […]

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