What the National Debt Ceiling Extension Means for Your Family
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
Checklist: 5 Financial Decisions to Consider Before December 31
4 Year-End Tax-Saving Strategies For 2022
Trusts & Taxes: What You Need To Know
President Biden’s Student Debt Relief Plan Explained With FAQs
Saving For Your Child’s College Education—Part 2
Saving For Your Child’s College Education—Part 1
Key Milestones For Planning Your Retirement
Does Your Family Need Umbrella Insurance?
Family Financial Planning
How to Make Your First Million by Age 40
Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when in your “growing up” years because most people are a lot more willing (and able) to…
Does Your Parent Need Help With Finances? Start Here
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging…
Power of Attorney – What is it and Is it Enough?
Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal. There are many different kinds of power of attorney. The scope…
How These Common Assets Can Affect Your Financial Aid Eligibility
Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility. That’s why…
Is Your Family “Too Young” to Need an Estate Plan?
Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can…
Alert: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die … Check Your Plan Today!
If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back in the day, when the estate…
Estate Planning After Marriage Equality: What All Couples Should Know
In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning…
What You Can Learn from the Clintons’ Tax Returns
In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released their 2015 federal tax return. Tax returns have been a hot topic this year, as candidate Donald Trump continues to refuse to release…
The Four Tricky Cons of 2016
Electronic technology has brought about tremendous benefits for today’s society. We can access goods, services, and information, all at the touch of a button. The flip-side of that coin, however, is that this same technology has also spawned countless new…
Conscious Money Challenge: Know How You Are Invested
If you have money invested in the stock market, whether through a retirement account or a straight brokerage account, I challenge you today to find out exactly what your money is invested in and make a conscious choice about what…
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