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Dec 06, 2017

There’s No Time Like Thanksgiving to Talk About Your Estate Plan

Best time to talk Estate Plan2 (1) Thanksgiving is coming — and it’s one of the best times of the year for you and your family to talk turkey. That means having a serious talk — not about the bird or something as sensitive as politics and religion, but about money.  Becau...

Apr 24, 2018

10 Tips to Help Ensure Your Charitable Donations Will Be Tax-Deductible

It’s the end of the year, and perhaps you’re feeling generous. You’d also like to get a tax deduction for your generosity. Charitable intentions, however, don’t guarantee you’ll get the deduction. For that, you generally must itemize your deductions on Form 1...

Oct 01, 2017

Be Wary of Bold Financial Predictions for the New Year

Loud Voices You Should Ignore - from article Are you able to predict what’s going to happen next in the financial markets? Of course not. No one can. Can you even tell what’s already happened? Here’s a quiz: See if you know which of the following investment categories made money and whi...

Dec 08, 2017

10 Last-Minute Tips to Save Money Before the End of the Year

year_end_video_hub_page_image The clock is ticking as the countdown begins to 2018. Here are 10 ways you can save money before the clock strikes midnight on Dec. 31!

Dec 24, 2014

Want a Real Role Model? I’ll Show You a Role Model

Scrooge Ric Edelman explains why you should strive to be more like Ebenezer Scrooge, not George Bailey from It's a Wonderful Life.

Dec 15, 2014

Your Favorite Christmas Hero Is a Terrible Role Model

It's a Wonderful Life Ric Edelman explains why George Bailey from It’s a Wonderful Life is a terrible financial role model and what you can learn from that holiday classic.

Dec 23, 2014

A Scary Holiday Story

A Scary Holiday Story A late night holiday "intruder" at Ric Edelman's house leads to a new version of 'Twas the Night Before Christmas.