How to Save For Rising Education Costs + Potentially Get A Tax Deduction by Kristin O’Keeffe Merrick
Saving for college is the real deal. It is getting more expensive by the day and it is becoming increasingly difficult to keep up with...
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Divorce, Remarriage and Their True Cost by Anita Srivastava
Whether you're getting divorced, recovering from one or watching it unfold for a friend or family member, consider these steps for...
Live Better Longer
Like many people, you’ve worked hard over the years to build your wealth for a more secure future. But have you taken time to consider...
Investing in a Healthier World by Anita Srivastava, CRPS®
The world has a weight problem, and it’s getting worse. A 2014 study in The Lancet from the University of Washington, analyzing data from...
The Big Squeeze: How to Care for Your Family Without Sacrificing Yourself by Anita Srivastava, CRPS®
Generation X has sometimes been called the anonymous generation, forever overshadowed by the headline-grabbing baby boomers. Yet while it...
Will Your Social Security Benefits Be Taxed? By Anita Srivastava
For many people, the answer is yes – but these strategies from Merrill Lynch Wealth Management could help you minimize the hit on your...
Planning for Health Care Costs by Anita Srivastava
“When my mom and dad started having health problems about a decade ago, my wife, Maddy, and I said, ‘Do we want to have a discussion...
Long-Term Care: What's Covered and What's Not by Anita Srivastava, Financial Advisor, CRPS®
Anyone caring for an aging parent or considering long-term care insurance for themselves will want to first know what costs are covered....
Building Wealth From the Ground Up by Anita Srivastava, CRPS®, Financial Advisor
During the day, the next generation of wealth is busy building startups or running projects for major corporations. If you are an...
Planning for Long-Term Care by Anita Srivastava, CRPS® Financial Advisor
The reality for many is that with longer life spans, comes the possibility of requiring additional years of care. Among Americans age 65...
Business Transition: Plan Early, Communicate Often by Anita Srivastava
As the Baby Boom generation continues its march to retirement, a significant number of entrepreneurs will soon begin the process of...
Divorce: Don’t Go It Alone by Anita Srivastava
Divorce is a time of many changes and is seldom easy for anyone involved. Still, certain steps you can take now may make the process less...
Do You Know Who Your Beneficiaries Are? By Anita Srivastava
When was the last time you checked the beneficiary designations on your retirement plan or life insurance policy? It's an important - but...
10 Resolutions for the New Financial Year by Anita Srivastava
It's that time again—the time to reassess your goals and commit to making next year your best year yet. So in the spirit of the season...
Your Annual Review Checklist by Anita Srivastava
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here...
Beat the Burden: Year-End Tax Ideas for 2016 by Anita Srivastava
Although the official tax planning season doesn’t start until January, there are some year-end moves you can consider now which could...
Children and the Money Talk by Anita Srivastava
Intergenerational wealth planning is best achieved as a team in order to plan for the things and people you love most. Over the next...
Estate Planning Strategies for a Single Parent by Anita Srivastava
The responsibilities of single parents make their estate planning needs distinctly different from those of a married couple. With no...
Is It Time for a Taper Tantrum? By Anita Srivastava
Most people are aware of the stimulus package or the economic measures that were put together by the US government post the Financial...
Estate Planning 101 by Anita Srivastava
Plan for a long life and keep certain vital documents up to date for your protection and the sake of those you love. The underlying goal...
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