How to make the most of your initial free financial adviser consultation
Prioritize your goals and reasons for the visit and don't expect a deep dive into your portfolio.
Source: marketwatch.com
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How to talk about money with family — and why it's important
No matter how great your relationship is with your family, there are some topics you just don’t enjoy talking about with them. At the top of that list for many families is money.
Source: wtop.com
Smart ways to gift money to children
Giving small amounts of money in cash or via a gift card is easy enough, but some parents are thinking about making more significant financial gifts to their children or grandchildren, either in connection with the holidays or as part of a broader financial plan.
Source: wtop.com
End-of-Year Financial Checklist: 5 Tasks to Complete Before Dec. 31
The end of each year is a good time to reassess your finances. From taxes to retirement contributions, here are 5 important things to do.
Source: businessinsider.com
8.7% Social Security COLA welcome to many but drives concerns about tax bills, Medicare premiums
Advisors are telling recipients not to get used to such large adjustments.
Source: financial-planning.com