I’ve been finalizing our budget for the upcoming year. Included is determining how much to contribute to our various retirement accounts. My husband works for a university, so he has two plans available to him: the 457 and the 403b.

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I’d like to think that as the family financial guru, I give the best gifts! I put a lot of thought into each one and come up with gifts that will keep on giving, sometimes for the lifetime of the recipient. So why do people dread my great gift giving ideas?

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We recently set up a special needs trust for for a family member. It is an important part of planning for the future of a disabled individual and has large consequences if done incorrectly. Special Needs Trust Special needs trusts, or supplemental needs trusts, provide the means to care for a disabled child (or adult) after the [...]

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