by dkelley | Oct 5, 2016 | blog
The dreaded Free Application for Federal Student Aid will be available October 1st of this year and should be easier to complete because you can use 2015 tax returns and not have to do any updates in the spring after filing your 2016 returns. The following link...
by dkelley | Aug 24, 2016 | blog
The applications are in, standardized tests are complete and a college decision has been made. Now all there is to do is outfit the dorm room and drop the kids off, right? Maybe not. A recent visit to an attorney’s office to update our estate documents opened our...
by dkelley | Jun 28, 2016 | blog
Several of the people in our office have college-age children as do our clients, so conversations around topics to prepare us for when our children enter the work force full-time occur frequently. In general, we find that the young people want to be independent and...
by dkelley | May 3, 2016 | blog
Pardon me? The Sandwich Generation has been defined as the group of adults in their 40s and 50s in the US that has a parent over age 65 and who are financially supporting at least one child. But wait, kids are supposed to move out and parents can take care of...
by dkelley | Oct 13, 2015 | blog
Among the items weighing heavily on a soon-to-be retiree’s mind is health care, and with good reason if you consider the statistics: People age over 60 are expected to spend more on health and medical costs than on recreation and housing combined (Credit Suisse,...
by dkelley | Aug 28, 2015 | blog
The equity markets have undergone a pullback in recent weeks. Fixed income markets have been up during this time as investors have sold equity positions in favor of fixed income. Our more conservative models have reduced equity allocations in favor of fixed income...
