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
Family Financial Traditions
To some degree or another, we are all a function of the social environments in which we were raised. Of course, that encompasses both positives and negatives. When it comes to money, the first exposure we have to its management…
Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return
Did you get a holiday bonus from your employer? Or maybe you have a tax refund coming. If so, do you have any of it left, have you already got it spent in your mind, or are you thoughtfully considering…
Watch Out for Predatory Tax Liens on Your Family Home
As our parents and other loved ones age, they may need a little more attention from us. Parents, grandparents, aunts and uncles, or even neighbors who are aging may want to be seen as strong and independent. Often, however, their…
Planning for Charitable Giving
January 1 wipes the slate clean for your tax deductible charitable contributions. That might be a good time to reassess your approach to donating to charities. Most of us respond to some of the appeals which come through various avenues…
Retirement Planning Reality Check
The National Institute on Retirement Security states that the funds American workers have set aside for retirement are inadequate to the tune of trillions of dollars. Why? Well as the old adage goes, Failing to plan is as good as…
Am I Due Class Action Settlement Money?
Class action lawsuits are common in our court systems. Most everyone has received a notice in the mail of a class action suit involving consumer products, from cars to jewelry. Even if the recipient has a valid claim, the information…
Mark Zuckerberg Did Not Pledge 99% of His Facebook Stock to Charity — Here’s What He Did Instead + What He Could Do Even Better
When I heard that Mark Zuckerberg and his wife, Dr. Priscilla Chan, were donating 99 percent of their Facebook shares — currently worth more than $45 billion — to charity, I immediately assumed they had been the beneficiaries of smart family wealth planning advice…
How to Raise Responsible Kids – Part 4
Welcome back to the fourth and final article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means [here], and part 2, where we shared the first step to raising…
How to Raise Responsible Kids – Part 2
Welcome back to the second article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means here. In short, responsibility means your children are “able to be trusted to do…
How to Pass On Family Heirlooms Without Causing a Family Feud
The holidays are traditionally the time for family gatherings, where generations come together and perform holiday rituals that have been passed down through the years. Part of those rituals includes material possessions – a well-worn set of silver at the…
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