CFN Articles

Talking to Your Aging Parents About Their Finances

Each day between 2011 and 2030, 10,000 baby boomers will celebrate their 65th birthdays. As the boomers grow older, their middle-aged children may find themselves in a challenging situation: providing […]

CFN Articles, General Planning, Home|

Revised One-Rollover-Per-Year Limit Applies in 2015 – IRS Clarifies Rules


The Internal Revenue Code says that if you receive a distribution from an IRA, you can’t make a tax-free (60-day) rollover into another IRA if you’ve already completed a tax-free […]

Accumulation, CFN Articles, Home, Taxation|

Year-End Financial Planning

With the end of 2014 quickly approaching, it is a wonderful time to begin organizing your finances for the New Year. We’ve put together a list of important financial planning […]

CFN Articles, General Planning, Home|

Winter Preparation Check List

Winter Preparation Checklist

Are you ready for colder weather and the end-of-the-year rush? Consider using some of these tips to help you save money and time as winter approaches.

Ready your home […]

CFN Articles, General Planning, Home|

Social Security Claiming Strategies for Married Couples

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount […]

CFN Articles, General Planning, Home|

Preparing Your College Student for Financial Responsibility

For many parents, the thought of a child heading off to college is both exciting and scary. Whether your child is going away to school for the first time or […]

CFN Articles, General Planning, Home|

Supreme Court Rules on Inherited IRAs

As a result of the Supreme Court’s recent decision in Clark v. Rameker, IRA assets inherited by a nonspouse beneficiary are no longer protected from creditors in a bankruptcy proceeding.
In […]

CFN Articles, Estate Planning, Home|

Mastering the Mysteries of File and Suspend

When and how you claim your Social Security benefit impacts the amount you receive.
Could file and suspend be beneficial and benefit-enhancing?
Q: My wife and I are trying to decide when […]

CFN Articles, General Planning, Home|

Key Points in the President’s 2015 Budget Proposal

On March 3, President Obama announced his $3.9 trillion budget proposal for fiscal year 2015. Although the budget is more of a presidential “wish list” at this point, it includes […]

CFN Articles, Home, Taxation|

A Safety Reminder: Protecting Yourself from Data Security Breaches

One of the biggest themes of the past year has been the scary truth that our personal information may not be as secure as we think it is. Yet, even […]

CFN Articles, Home, Risk Management|