CFN Articles

Emergency Funds: Preparing for the Unexpected

You’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don’t fully realize this until a money emergency is upon them. Are you […]

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|

Spring Cleaning in Your Financial House

Spring is in the air, which for many means waking up from hibernation and cleaning out the clutter. But don’t forget about clearing the cobwebs from your “financial house,” too! […]

CFN Articles, General Planning, Home|

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 […]

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

Background

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.
Background
In […]

CFN Articles, Estate Planning, Home|