Financial Planning Issues for Adoptive Parents

Financial Planning Issues for Adoptive Parents

Adoptive parents need to be concerned with special financial planning issues that arise when a child is added to their family. These issues include paying adoption costs, understanding the income tax implications, and reviewing their insurance coverage. How much does...
Wills: The Cornerstone of Your Estate Plan

Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you’re young or your...
5 Reasons DCM Helped Sponsor the 2014 Walk for Hospice

5 Reasons DCM Helped Sponsor the 2014 Walk for Hospice

It may seem odd that a financial planning business with a blog titled Happiness in Retirement would have an article about Hospice.   But in the end only two things are certain, and taxes is the other one. We owe it to our friends and family who have gone before us to...
Tales of Holidays Past

Tales of Holidays Past

    When I was a child, my family would gather for the holidays at my grandparents’ home in Granville, NY.  The kids in the family would have our own setup in the living room.  This was 2 card tables side by side, and, while a bit wobbly, they did the trick....
Irrational Frugality

Irrational Frugality

I’d rather regret the things I’ve done than regret the things I haven’t done. -Lucille Ball   Use your health, even to the point of wearing it out. That is what it is for. Spend all you have before you die; do not outlive yourself. George Bernard...

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