by MRA Advisory Team | Nov 16, 2018 | Family, Aging Parents, Estate
Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a...
by MRA Advisory Team | Nov 9, 2018 | Taxes, Estate, Tax Tips
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate...
by MRA Advisory Team | Nov 2, 2018 | Children, College, Family, Planning
The College Board has released college cost data for the 2018-2019 school year in its annual Trends in College Pricing report. Here are the highlights: 4-Year Public Colleges (in-state students): Tuition and fees increased an average of 2.5% to $10,230...
by MRA Advisory Team | Oct 26, 2018 | Children, College, Financial Aid
For the 2019-2020 school year, the federal government’s financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information and two-year-old income information from your 2017 tax return, which means you’ll...
by MRA Advisory Team | Oct 19, 2018 | Estate, Family, Planning
Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it and begins to operate when you transfer assets to it. Do you have a will? A will enables...
