The option of portability when planning your estate could make a substantial difference come tax time, especially with today’s generous estate and gift tax exemption amounts. Should you consider this […]
Read MoreElder Planning
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you after you’re gone. It also ensures that all of your wishes are carried […]
Read MoreTax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared […]
Read MoreFinancial Health Series | Protecting Your Parents’ Finances: Part 2 – What Could Happen if We Avoid Having the Conversation?
Over this past year and a half, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones […]
Read MoreFinancial Health Series | Protecting Your Parents’ Finances: Part 1 – How to Start the Conversation
Over this past year, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones picking up the […]
Read MoreHow to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives into an estate plan so our digital legacy may be preserved. Some call these […]
Read More6 Mistakes Retirees and Pre-Retirees Make with their Finances
Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go […]
Read More4 Major Issues to Consider When Planning for Retirement
It is no secret that there are a lot of factors that go into planning for retirement. It is also important that each one gets addressed individually, and carefully. Many […]
Read More5 Ways 529 Plans Help Grandparents Save for Their Grandchildren’s College
As the workforce grows ever more competitive, obtaining that college degree is more important than ever. Unfortunately, the costs of secondary education are on the rise, increasing more than 75 […]
Read More5 Ways to Help Pre-Retirees Balance Goals
5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement […]
Read More6 Myths About Money and Investing
I wish I had a dime for every time someone called me with a hot tip or a new investment idea. Boy I certainly would be a rich man. I […]
Read More5 Tips for Parents – Talking to Adult Children about Family Finances
Though it may be hard to imagine a time when your children are charged with taking care of you, instead of vice versa, this situation is growing more common — […]
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