This week, I explain how the law affects retirement distributions for married couples and why you must be extra careful with your retirement planning if you’re part of a blended family. Read more…
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Month: November 2023
How to Talk Money with Your Family Over the Holidays
The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…
Transition to Adulthood: What Happens Legally When My Child Turns 18?
This week, we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial, and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more…