More Articles for Your Family

Make charitable giving a win-win part of your wealth plan

Founder, president, Regent Wealth Management, Donald B. Bergis, and Investment Adviser •
Kiplinger

There are tremendous breaks and incentives written into the tax code for charitable giving, and you don’t have to be wealthy to take advantage of them. But they’re most successful for people who truly have a charitable bent — those who sincerely want to see some of their money go to the charity or charities

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Dear baby boomer: Retirement is this close, and you need to deal with a few issues

Fullerton Financial Planning, Steve Fullerton, Investment Adviser, and Co-Founder •
Kiplinger

I know you’re ready. You’re so close to retirement, you can taste the cool beverages on the beach and feel the sand between your toes. Unfortunately, at the rate you’re going, dear Baby Boomer, your retirement might not be exactly as you dreamed it. Maybe it’s because you never could quite imagine getting this old,

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Dealing with debts after death

<i>Kiplinger's Retirement Report</1>, Mary Kane, and Associate Editor •
Kiplinger

A few years ago, the adult daughter of a deceased client of Indianapolis estate attorney Brett Carlile showed up in his office, distraught. After her father’s death, she discovered he had dozens of credit cards, with debts totaling nearly $40,000. She was stunned. “My dad didn’t live like this,” she told Carlile. It turned out

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