Paying Off College Debt? Make a Plan
Structure can be more productive than swiftness
Children are Targets for Identity Theft
Security is a lifelong effort
The Market in a Minute
A recap of the last three months… in one minute or less.


 … Read More

What should you know? What should your executor know?
Provided by Gerald Quigley

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something … Read More

Less SALT for Taxpayers to Subtract
What does the new federal cap on state and local tax deductions mean for you?

Provided by Gerald Quigley


Have you routinely itemized your federal tax deductions? In 2018, you may decide to take the standard deduction instead. One possible reason: the new limit … Read More

How Women Are Planning Their Financial Futures
From assorted survey data, an interesting snapshot emerges.
Provided by Gerald Quigley

Women are taking action to approach retirement with greater confidence. Somerecent, intriguing survey data indicates that women are planning their financial futures with some degree of pragmatism, but also … Read More

End-of-the-Year Money Moves
Here are some things you might want to do before saying goodbye to 2017. 
Provided by Gerald Quigley

What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If … Read More

If you do, there are some “minor concerns” to keep in mind.
Provided by Gerald Quigley

Should you make a minor child the primary beneficiary of your IRA? Are there any caveats to that choice?

IRA owners frequently name young children as contingent beneficiaries of their accounts, but designating … Read More

What can you do to lessen its impact for your heirs?
Provided by Gerry Quigley

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of … Read More

Wise money moves for parents under 40.
Provided by Gerald Quigley

As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids.

Parenting presents … Read More

Health Savings Accounts offer you tax breaks & more.
Provided by Gerald Quigley

Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of the compelling reasons why younger, healthier employees decide to have HSAs.

#1: Tax-deductible contributions. These accounts are … Read More

How can you convey its importance and its meaning?
Provided by Gerald Quigley

Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they may discern how wealthy you are – … Read More