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
The Most Important Legal and Financial Actions To Take Right Now
As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease; however, if you are not in a place with such an order, or…
What Happens to Your Pets When You Die?
If you have pets, my guess is that you love them as much as you do your children, but I’m also guessing that you have not provided any written or, better yet, legally documented instructions about what should happen to…
Money Talk: How Much Will You Share With Your Kids (and When)?
In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most…
The SECURE Act’s Impact On Estate and Retirement Planning—Part 2
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new…
The SECURE Act’s Impact On Estate and Retirement Planning—Part 1
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic implications…
The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce
The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax…
4 Tips For Discussing Estate Planning With Your Family This Holiday Season
As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by your family and friends. It’s one of the rare times of the year when loved ones from across the country gather…
4 Year-End Tax-Saving Strategies for 2019
As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take…
Understanding Your Life Insurance Settlement Options
Following the death of the policy holder, the way in which proceeds from a life insurance policy are paid to the beneficiary (or beneficiaries) is known as the settlement option. And you might be surprised to learn that there are…
How Will The Coming Wealth Transfer Affect Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact,…
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