General Planning

What to Ask When Your Adult Child Moves Home

Facing heavy college debt burdens and an unpredictable job market, many young adults today are returning home to live with their parents. In fact, according to a recent study by […]

CFN Articles, General Planning, Home|

Charitable Contributions from IRAs

The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs. By making a qualified charitable distribution (QCD) from […]

CFN Articles, General Planning, Home|

Financial New Year’s Resolutions: Using Tech to Stay on Track

The New Year is symbolic in many respects. It gives you a chance to start fresh and set some goals that can improve your life in ways large and small. […]

CFN Articles, General Planning, Home|

Important checklist when faced with a death

Losing a loved one is arguably one of the most difficult experiences in life. In addition to coping with the grief and loss of a loved one, there are also […]

Health Insurance in Retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this […]

CFN Articles, General Planning, Home|

Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth:

Durable power of attorney
Advanced medical directives
Will
Letter of instruction
Living trust

The last document, a living trust, isn’t […]

Helping Your Adult Children Without Hurting Your Retirement

A large portion of the millennial generation has come of age during complex and challenging economic conditions. The older end of the generation entered the workforce just in time for […]

CFN Articles, General Planning, Home|

What Do Rising Interest Rates Mean for You?

Yesterday’s big news was that the Federal Reserve (Fed) has finally increased interest rates, by 25 basis points or one-quarter of 1 percent. On the face of it, this increase […]

Back-to-School Budgeting

When handling financial matters with a college student, parents often struggle to find the right balance between hovering over the child’s every decision and granting too much financial freedom, too […]

Retirement Plan Is Key to Confidence, Survey Finds Article

Retirees tend to be more confident about having a financially secure retirement than current workers, according to the Employee Benefit Research Institute.

Retirement confidence is highest among workers who say they […]