Are You Saving Too Much For Your Kids’ College?With the average cost of college nearing $33,000 per year, few parents have concerns about saving too much for their kids’ college….
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Brooks Financial News
Maximize Your Social Security BenefitsIt has been 81 years since the first-ever Social Security check was issued to Miss Ida May Fuller, a retired teacher and legal secretary, in the…
Smart Ways to Spend Your Third Stimulus CheckUnder a new stimulus bill passed by Congress and signed by President Biden, millions of Americans will receive a third stimulus check in…
Ensure A Successful RetirementMost retirement plans dive deeply into details on the financial factors, but hardly any effort is devoted to the factor that contributes the most to a successful…
Financial Tips for Young AdultsUnfortunately, personal finance is not a required subject in most high schools or colleges. This lack of basic financial education leaves many young adults clueless about…
You May Be Asking the Wrong Financial QuestionsAs a financial planner, it’s my job to answer financial questions. From clients to speaking engagements to educational workshops, people ask me a…
How Estate Tax Changes Could Affect YouYou’ve probably been hearing about how the Biden administration wants to raise the 21% corporate tax rate and the 37% top income tax rate…
A Guide to Your Child’s Inheritance If They DivorceI recently met with a client to update her will, and her big question was whether she still needs a trust for…
COVID-19 and Retirement PlanningFor over a year, the global pandemic has delivered more than enough hardships to people of all walks of life. Not only are we concerned about our…
The Benefits of Working LongerFinancial planners and analysts have long advised workers who haven’t saved enough for retirement to work longer. But even if you’ve done everything right—saved the maximum…
