Tag: Dollars and Sense

Dollars and Sense

Before giving to your grandchildren, consider these tips Providing financial support for grandchildren can be a wonderful gesture, but it should be managed within the context of an overall financial plan. If you’re contemplating passing down wealth to your grandchildren, consider these tips for doing it in a way that’s beneficial for both them and…

Dollars and Sense

8 tips to improve your financial communication Derrick Kinney & Associates What makes a couple successful in their financial relationship? Ameriprise Financial surveyed over 1,500 couples (those married or living together for at least six months) to learn about their money conversations and how they make decisions. The results revealed eight ways you can improve…

Dollars and Sense

Navigating your first year in retirement Derrick Kinney Like most Americans you’ve probably spent years working to achieve the retirement of your dreams. Then there comes a point when this career milestone changes from a distant goal to an imminent reality. You can make your first year away from work more rewarding and less stressful…

Dollars and Sense: Six basic steps to legacy planning

Derrick Kinney What long-term impact do you want to have on the people and causes that are important to you? Legacy questions are tough, and estate planning, an essential part of documenting your intentions, can be complex. One way to get the process started is to consider the following basic steps. 1. An updated will.…

Dollars and Sense

Editor’s Note: “Dollars and Sense” is a new column in the Robson Ranch Pioneer Press dedicated to financial issues. This column is designed to provide accurate and authoritative information on the subject of personal finances. The publisher shall not be liable for any loss of profit or any other commercial damages, including but not limited…

Dollars and Sense

Take a day to organize finances Derrick Kinney, ChFC®, CASL®, CLTC, CRPC® If you’re like most people, you periodically set aside time to clean out your home, garage or closets. It’s equally as important to take time to organize your finances. The following checklist can help you get started: Cancel unused credit cards. If you’re…