More Articles for Your Family

How do you know when you’re ready to retire?

Founder, Investment Adviser Representative, Gary Mastrodonato, Masters Wealth Management Group, and CEO •
Kiplinger
Senior woman reading a book

There has long been this image — perpetuated by advertisements, TV shows and movies — of a guy in his mid-60s who just can’t wait to retire. He’s excited to move to Florida. Or finally travel to Paris. Or to golf … or gamble … or just sit on his couch and read books about

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7 tips for choosing the right executor

CFP®, Owner, Esq., Daniel A. Timins, and Law Offices of Daniel Timins •
Kiplinger
family running and jogging

It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor “steps into your shoes,” meaning he or she can perform all the legal tasks you used to do. This includes selling your property, paying creditors,

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My family drives me (financially) nuts

Cima, Katherine W. Dean, Wells Fargo Private Bank, Family Dynamics, CFP, and National Director •
Kiplinger
big family drinking tea in dining room

Family gatherings should be filled with excitement and fun, but have you ever arrived for the celebration only to find yourself feeling annoyed or frustrated, and ready to turn around and go right back home? You are not alone. Most of us have felt this at one time or another. And then, throw in a

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Small steps to help achieve big goals of health, wealth and happiness

Arlington Capital Management, Investment Adviser Representative, Justin J. Kumar, and Senior Portfolio Manager •
Kiplinger
Comfort Zone concept, Male with leather shoes steps over circle line to outside bound, Top view and Dark tone, Grunge Dirty Concrete Floor as Background

It’s hard to believe, but half the year has already passed. How are you doing with your New Year’s resolutions? Do they seem too daunting? Perhaps they may not be if you break them up into smaller steps and take action on the first ones. Here are some ideas to kick-start you on the path

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