rss

Category: estate planning

1

Free Estate Planning & Retirement Resources.

No matter what stage in life you are at, you should be planning for something. Between insurance needs, a will, retirement planning, etc., we can all use a little help getting organized. Lucky for you, my trusty TRowePrice newsletter gave out some links to some free advice, and I am more than happy [...]

3

Why You Need An Estate Plan And How To Set One Up.

This is a guest post from Jonathan over at Master Your Card, where he discusses making your credit card work for you rather than them. Be sure to check out his site!
Why do you need an estate plan? If you were to keel over dead right now, how would your assets get allocated? Who [...]

15

Putting Together My ‘What If…’ Emergency Information.

OK, so I had a basic “what if” book put together for my wife/family if something were to happen to me, but after reading the book “Family CFO” that I talked about last week, I have begun putting together a comprehensive emergency packet…just in case.
I will be making three copies of this information as follows: [...]

0

And The Winner Of The eFinPLAN Online Financial Planning Software Is…

Last week I started a contest for subscribers of My Two Dollars to win a 1-year subscription to eFinPLAN online financial planning software (a $98 value). eFinPLAN is web-based, so there are no lengthy software downloads, and it can be accessed from any computer. The online questionnaire is easy-to-use and follow. [...]

1

Giveaway: $98 eFinPLAN Online Financial Planning Software.

Starting today, I will be giving away 1-year subscription to eFinPLAN online financial planning software (a $98 value). Entries will be accepted up until June 24th at 11:59PM PST. How do you enter, you ask? Make sure you are subscribed to the RSS feed or by Email so you can get the secret [...]

10

Are You Ready To Manage Your Parent’s Money And Healthcare?

An article in this month’s Money Magazine about handling your parent’s money caught my eye because I just read something about buying long term care insurance for your parents and was giving it a lot of thought. The article in the magazine was about handling your parent’s money and what were the best ways [...]

5

Money Mistake Monday – Keeping My Wife Out Of The Loop Syndrome.

In this week’s Money Mistake Monday I wanted to get a little personal with you, as I am sure more than a few of you handle the finances for your family all by yourself – like I used to. I was never concerned with the “what-if’s” with our finances; I would be here to [...]

2

Get Free Financial Advice From Kiplingers And H&R Block This Month.

Kiplinger’s
Today, January 15th and Friday, January 25th, Kiplinger’s is offering free financial advice by phone. They are joining with the National Association of Personal Finance Advisors (NAPFA) for Kiplinger’s Jump-Start Your Retirement Plan Days from 9am to 6pm EST. You can just call 1-888-919-2345 or visit kiplinger.com/links/jumpstart.
H&R Block
H&R Block is offering free “Ask [...]

6

Shave Money Off Your Very Last Bill – Saving On Funeral Expenses.

Photo by Chris Kovacs
No one wants to talk about it but it is a fact of life – we are all gonna go someday – and there is no stopping that trip. And it is not going to be a cheap one, either! But before you head out, the thing you want to do [...]

15

Top Three Legal Documents Every Person Should Have.

Photo by ifindkarma
Whether you are 25 or 75, there are a few things in life that are for sure – death and taxes. Taxes we handle on a yearly basis, but how often do you plan for the other sure thing? Not very often, I would imagine. But there are a few legal [...]

1

Tons Of Business Forms Are Available For Free Online.

If you are starting a business, own a business, setting up your financial plan, etc etc you might need some official forms to use. Over at Entrepreneur, they have tons of downloadable forms for free ranging from contracts to business plans to the formation of companies. Just an FYI for all you do-it-yourself-ers [...]

2

Guest Post – Do Your Senior Parents Need Help With Their Finances?

This article was written by Matthew Paulson of Getting Green, who was nice enough to write an article for me to post while we are on vacation. If you enjoyed this article, be sure to check out some of his other articles.
Eventually there becomes a point in everyone’s life when handling money can be [...]

0

Thursday Morning Money – Saving For Retirement Edition

Ever spend hours watching your retirement dollars go up and down with the stock market? No? Me neither….on to some favorites from this week….
Lazy Man & Money talks about the recently won $390 million dollar lottery and how if you split the winnings you could not buy that baseball team you wanted. [...]

0

Carnival Of Personal Finance #90 Goes Big Time.

Mapgirl’s Fiscal Challenge has put up the Carnival of Personal Finance #90 this morning, and it is obvious a lot of time went in to her categorization! This week’s posts are divided into categories as follows:
#1) The Big Top Carnival – represents my editor’s picks.
#2) Intermission – blatant publicity for two good blogs but stuff [...]

11

Finding Out Your Parents Financial Situtation Can Be Stressful.

Let me just tell you that sometimes finding things out about your parents is not all candy and roses. I mean, I enjoy learning about where my parents went on vacation before they got married, or how they met, or any number of other interesting tidbits that I have learned over the years. It [...]

Page 1 of 212»