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Author: <span>Laura Redfern</span>
Home Articles posted by Laura Redfern (Page 2)

Should I Use a Trust for My IRA Beneficiary?

Should I Use a Trust for My IRA Beneficiary?
Laura Redfern Personal Finance August 27, 2021 August 27, 2021

Last month we discussed the different types of beneficiaries you can name on your IRA accounts.  The beneficiaries with the most perks were the “eligible designated beneficiaries,” like a spouse.  But what about naming a Trust as beneficiary?  Isn’t that supposed to give loved ones some “VIP” benefits, too?  The …

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Are You Leaving a Benefit to Your Beneficiaries? Or a Headache?

Are You Leaving a Benefit to Your Beneficiaries?  Or a Headache?
Laura Redfern Personal Finance July 30, 2021 July 30, 2021

I want to talk for a moment about Beneficiaries.  How you designate your assets may or may not seem important to you, but it will be extremely important to those you leave behind.  This is called Estate Planning, and it’s jokingly referred to as the way you can continue to …

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3 Things to Consider When Shopping for a Home

3 Things to Consider When Shopping for a Home
Laura Redfern Personal Finance June 25, 2021 June 25, 2021

Ah, summertime, and the height of home buying season!  Add to that a red-hot real estate market right now, and you’ve got a lot of people with home-buying on their minds.  But in addition to the excitement, there can be a massive amount of overwhelm.  And no wonder!  There are …

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Considerations When Combining Finances

Considerations When Combining Finances
Laura Redfern Personal Finance May 28, 2021 May 28, 2021

“Should we combine our finances??”  It doesn’t matter your age, gender, sex, or tax bracket.  This is a big, important question any time you are considering a partnership. There are several ways to approach the question of combining finances.  Here I’ll describe the two I see most often.  It’s important …

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You Are the Conduit

You Are the Conduit
Laura Redfern Personal Finance April 30, 2021 April 30, 2021

“You can’t take it with you” is a common phrase I hear when it comes to money.  Another great one I heard this week from a client is, “we are all just conduits.”  In other words, money flows through us while we are here, and continues to flow, even after …

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Helping the Next Generation

Helping the Next Generation
Laura Redfern Personal Finance March 26, 2021 March 26, 2021

3 Things You Can Do As a Responsible and Loving Adult Many parents ask me about what they can do to help their children achieve financial independence.  They may have different ideas in mind: a college fund? A financial gift at some important milestone? A car, perhaps?  All do-able, and …

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Unpleasant Tax Surprises: Social Security

Unpleasant Tax Surprises: Social Security
Laura Redfern Personal Finance February 26, 2021 February 27, 2021

Ah, taxes, everyone’s favorite subject!  To be fair, I have friends who actually enjoy diving into tax tables and itemizing deductions, which is wonderful!  But that is not the majority of people I know.  Our tax system is challenging.  Yet, we all must learn to navigate it, to some extent.  …

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The Hidden Side of Money

The Hidden Side of Money
Laura Redfern Personal Finance January 29, 2021 January 29, 2021

“What would you do if you won the lottery?” It’s a fun mental exercise that many people like to play, whether they actually buy a lottery ticket or not.  The possibilities seem endless, and the empowerment seems tantalizing.  But the reality isn’t always what we dream.  Lottery winners are known …

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Avoiding Stimulus Scams

Avoiding Stimulus Scams
Laura Redfern Personal Finance December 31, 2020 December 31, 2020

With another round of stimulus checks on their way, this is a great time for fraudsters to pounce.  Don’t be a victim!  Follow these smart tips: If you receive a suspicious email or text message, DON’T respond, click on links, or open attachments.  Banks and government agencies will NOT ask …

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The Personal Side of Money

The Personal Side of Money
Laura Redfern Personal Finance November 27, 2020 November 27, 2020

I often find that when people come to me for financial advice, they get more than they bargain for.  A conversation about the stock market?  Sure.  Tips on how to save for a future goal?  You bet.  Observations about the opportunities available to you in your current situation?  Absolutely.  But …

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