A Checklist for Your Loved Ones

Author: Barbara Richardson

As Director of Client Services, Barb leads the effort to improve the Independence Advisors client experience, taking advantage of insights from more than 22 years experience in financial services.

December 29, 2014  |  

Estate Planning Checklist

Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate planning. Don’t be overwhelmed by the amount of essential information you need to share with loved ones. These and other checklists can help get you organized. […]

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June 10, 2014  |  

Thoughts on Raising Financially Responsible Children

Teaching financial responsibility to children is a great way to provide them with knowledge and experience that will help them grow into financially stable adults.  Our first lessons about money come from our parents and they set the frame-work for the critical lessons and behaviors to promote healthy money attitudes and habits in children. Lessons […]

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October 3, 2013  |  

Three Ways Grandparents Can Help With College Costs

Paying directly to the college Tuition payments made directly to a college aren’t considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees. Did you know…? If your grandchild doesn’t go to college or gets a scholarship, you can name another grandchild […]

October 1, 2013  |  

What is a Required Minimum Distribution?

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the minimum amount from your […]

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