Tag Archives | Kim Lankford
financial field manual-military familiies

Free Personal Finance Guide for Military Families

Shout out to Kimberly Lankford, contributing editor at Kiplinger’s Personal Finance Magazine and a military spouse. I’ve had the pleasure of working with Kim for many years. She’s a first-rate journalist and a dedicated supporter of the military community. Kim is one of the guiding hands behind the newly-released fourth edition of the “Financial Field Manual: […]

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Don’t Overpay The IRS When Making Charitable Gifts

The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]

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How Your Kids Can Be Millionaires By Retirement

Every parent wants the best for their kids. But smart parents know that encouraging their kids to save can give them a serious head start on a million dollar nest egg. Contributing Editor Kim Lankford of Kiplinger’s magazine talked to Associate Client Advisor Anthony LaBrake, CFP® in our office about how opening a Roth IRA can get your child […]

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Under My Umbrella

Rihanna’s not the only one to appreciate a good umbrella in bad weather. Many people should look into purchasing an umbrella insurance policy to keep their assets safe. It can provide a lot of protection for not a lot of money. We recently talked about this easy way to protect your assets with financial columnist […]

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Smart Gifts, Bright Start For New Grads

A devoted grandfather recently wrote to journalist Kim Lankford of Kiplinger Personal Finance magazine asking for advice on choosing the perfect, and generous, gift for his granddaughter as she graduates from college. His goal?  To help her build a solid base for her financial future. Kim brought us into the conversation, so we suggested helping the granddaughter fund […]

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How Much Life Insurance Do You Really Need?

That’s never an easy question to answer, but we worked with Kim Lankford on the great article she pulled together for the August 2015 Kiplinger’s Personal Finance magazine. Kim breaks down your insurance needs by age and stage of life, and provides some thoughtful strategies that can work for you whether you’re young parents just starting […]

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