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Free money advice

Feb 06, 2013 | | Comments (5)

Offering AdviceYou have questions about money–everybody does. Now you have the opportunity to get answers from some of the best financial planners in the business.

Fee-only planners from NAPFA, the National Association of Personal Financial Advisors, will be answering your questions from 9:00 a.m. to 5:00 p.m. Eastern time on Thursday, February 7 and Tuesday, February 12, 2013.

The events, hosted by Kiplinger, will include four chat rooms focusing on:

  • Taxes and retirement
  • Saving for retirement
  • Income in retirement
  • Other financial challenges
You’ll also be able to post questions on Twitter using the hashtag #JumpStartRetire.
Read more at http://kiplinger.com/links/jumpstart13


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Categories : Liz's Blog



How much can a mother with two adult children gift without a tax penalty? Who would incurr a tax and or penalty. Mom just moved into assisted living and need shed assets in order to qualify for a VA welfare pension.


Where can I find a fee only planner?


You can get referrals to fee-only planners who charge by the hour at http://www.garrettplanningnetwork.com.

If you’re looking for fee-only planners who charge a retainer or a percentage of assets, you’ll find those at http://www.napfa.org.

NAPFA has tools for consumers here:


The Financial Planning Association has tips on choosing a financial planner here:



She needs to use some of those assets to hire an elder law attorney to make sure she doesn’t run afoul of government rules. Shedding assets the wrong way can delay government benefits for years. She can get referrals from the National Association of Elder Law Attorneys, http://www.naela.org


Thank You!