A Financial Wedding Registry
By Paul Hynes, CFP ® October 2019 Marriage is a major life event. If you’re getting married, things are not only about...
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Parents: How to Prepare for Your Teen Turning 18
By Paul Hynes, CFP ® September 2019 What a difference a year makes. When your teen turns 18, in the eyes of the law,...
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HearthStone's Road to Independence
By Paul Hynes, CFP ® July 2019 In 1776 the fledgling U.S. Congress adopted the Declaration of Independence to proclaim...
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Required Minimum Distributions—Pay up! Or Don’t.
By Paul Hynes, CFP ® June 2019 You're retired, enjoying the freedom, and living the life. If you've also reached the...
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How Should I Coordinate My Benefits Decision With My Spouse?
By Paul Hynes, CFP ® April 2019 (This is Part 3 of a series on when and how to claim your Social Security benefits.) You...
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Why Take My Social Security Benefits Early?
By Paul Hynes, CFP ® March 2019 (This is Part 2 of a series on timing the start of your Social Security benefits.) You...
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Why Wait to Take My Social Security Benefits?
By Paul Hynes, CFP ® February 2019 (This is Part 1 of a series on timing the start of your Social Security benefits.)...
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Five Life-Impacting Decisions that Deserve Attention in 2019
By Paul Hynes, CFP ® January 2019 With the start of a new year, it’s advisable to revisit key decisions and arrangements...
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Bunching Charitable Donations Can be a Win-Win
By Paul Hynes, CFP ® December 2018 Two important rules in the Tax Cuts & Jobs Act (TCJA), enacted in late 2017, affect...
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Choosing a Successor Trustee: Why Your First Thought May Not Be Your Best Option
By Paul Hynes, CFP ® September 2018 "There are many considerations to make before designating a person for this critical...
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Want Peace of Mind? Plan Ahead for Potential Incapacity
By Paul Hynes, CFP ® July 2018 One of the most emotional and delicate issues that can arise is mental incapacity—being...
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The Gifts and Burdens of the Solo Journey
By Beth Misak July 2018 This is the fourth and final conversation in a series we’ve been having on modern retirement....
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