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Shane M. August
(757) 493-4318
(757) 490-3542
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Educational Articles
Business Planning
Business Boosters Guide: How to Make Good Decisions During Tough Economic Times (PDF)
Business Boosters Guide: 10 Avoidable Missteps That Could Trip Up Your Business Succession (PDF)
How Fast Should Your Business Grow?
Where There's a Plan, There's a Continued Business
Education Planning
529 Plans: Funding Higher Education
Estimating College Costs
Estate Planning
Asset Protection at a Glance
Estate Planning Issues for Lesbian and Gay Couples (PDF)
Evaluating Your Gross Estate
Shielding Your Insurance from Estate Taxes
The ABCs of Estate Planning
General Interest
10 Issues for Lesbian and Gay Families (PDF)
Divorce and Retirement Plan Proceeds: A Case Study
Financial Strategies and Divorce - A House Divided?
Issues Facing Growing Families
Legal Considerations for Lesbian and Gay Parents (PDF)
Surviving the Loss of a Spouse
The Changing Face of America: Dual Income Families
Top Ten Questions When Planning for Financial Security (PDF)
What Your Children Should Know About Your Financial Affairs
Insurance
A Look at Medicaid
Assessing the Needs of an Aging Parent
COBRA: Continuing Health Care Coverage
Disability Income Insurance: Some Features Say It All
Disability Income Insurance: Half A Paycheck
Frequently Asked Questions Regarding Dividends (PDF)
Help Protect Your Income with Disability Income Insurance
Life Insurance—How Much Is Enough?
MassMutual Survivors: A Leader In Providing Insurance for Breast Cancer Survivors (PDF)
The Resurgence of Whole Life (PDF)
Understanding Life Insurance Beneficiary Designations
Personal Finance
A Vacation Home - The Ultimate Hideaway
Early Savings Plans: The Turtle and the Hare
Family Matters: Lending to Your Children
It's Time to Conduct an Inventory
Keep a Reality Check on Personal Debt
Making Life's Transitions More Manageable
Money Management Throughout Life Stages
New Economic Realities for Today's Young Couples
Regular Reviews—Building Your Financial Foundation
Remarriage: Altering Your Financial Plan to Meet Your Needs
Ten Ways to Stretch Your Money
Protecting Yourself Against Fraud
Keeping Your Account Secure: Tips for Protecting Your Financial Information
"Phishing" and Other Online Identity Theft Scams: Don't Take the Bait
Retirement
A Look Ahead at Social Security
Building Retirement Confidence
How Much Can You Earn and Still Receive Social Security?
How Social Security Affects Your Retirement
Reaching Retirement
Retirement Savings: Do Yours Measure Up?
The Price of Procrastination - Saving for Retirement
Special Needs
Additional Care-Giving Responsibilities
Creating a Residential Option for Your Child
Government BENEFITS. Getting Them? Protect Them!
MassMutual and Easter Seals Team Up for Siblings Disability Study
Plan to Live without Government Benefits
Securing Your Child's Special Needs
Special Needs Children Require Special Planning
Strategies for Couples: What to Consider When Both Persons Have Special Needs
The Individuals with Disabilities Educational Improvement Act
Why You Might Have to Give Back Grandma’s Gift This Year (PDF)
Tax Information
Frequently Asked Questions Regarding 1099's (PDF)
Tax Audits: Cause for Concern?
CRN201404-159248