by Laura Redfern | Oct 28, 2021 | Personal Finance
There has been a lot of concern recently over the landscape of taxes in the US, and what next year might look like for our tax system. At the time of this writing, we are still waiting (some of us with bated breath) to see what Congress finally passes in the final...
by Laura Redfern | Sep 30, 2021 | Personal Finance
… from the Perspective of a Financial Planner (I am not an attorney!) Estate planning can get complicated, and sometimes people put it off exactly for that reason. Who wants to be digging into dusty legal documents when there are other, more pleasant things to...
by Laura Redfern | Aug 27, 2021 | Personal Finance
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...
by Laura Redfern | Jul 30, 2021 | Personal Finance
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...
by Laura Redfern | Jun 25, 2021 | Personal Finance
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. ...
by Laura Redfern | May 28, 2021 | Personal Finance
“Should we combine our finances??” It doesn’t matter where you are in your life. 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...
