by Annette Hines | Jan 19, 2019 | Education, General Interest
In Part 1, we talked about two things that can influence how and in whose name it makes sense to save money for college: the Kiddie Tax, and how college need-based financial aid treats assets depending upon who the owner is.Now in Part 2, we’ll examine 529 Plans more...
by Annette Hines | Jan 17, 2019 | Education, General Interest
For most of us, paying for college for our children means some combination of 529 Plans, regular savings, our current income while the children are in college, and the children working and saving themselves.529 plans (college savings plans) really only make sense if...
by Annette Hines | Jan 7, 2019 | Estate Planning
It’s Your Money It should be possible to leave your assets when you die to whomever you want. We live in a country with little of the forced inheritance laws found in many countries. What little we do have is generally about not disinheriting the surviving spouse....
by Annette Hines | Jan 5, 2019 | Special Needs Planning, Television
M-O-Mom If you haven’t seen the prime time television show Speechless (Fridays 8:30pm Eastern|7:30 Central), it is a wonderful show about a family of five where one of the children has cerebral palsy. He is JJ DiMeo, uses a wheelchair and doesn’t speak, but is not...
by Annette Hines | Dec 31, 2018 | General Interest
Immunity Readers of this blog may recall we reported on two new FINRA regulations on February 7, 2018. These govern securities professionals and among other things allowed a securities professional concerned about elder abuse to put a hold on disbursement of funds for...
