Check out our blog posts for Estate Planning tips, resources, and recent developments
4 Essential Strategies For Protecting Your Family's Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. And asset protection planning isn’t something you can put off until something happens; to be effective, you must have your asset protection strategies in place well before something happens.
The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks
Sadly, online scams and digital attacks are becoming more common. You can use these 7 practical steps to secure your online data. It’s never been more important than it is now.
Why Estate Planning Is the Best Use of Your Tax Refund
So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning.
Navigating the World of Cryptocurrency: A Guide for Parents and Teens
In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of cryptocurrency. But before they venture into these waters, parents should be prepared to help them navigate this new world.
14 Ways to Show Your Finances Some Love This Year - Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year. Read Part 2 of our series now for even more.
14 Ways to Show Your Finances Some Love This Year - Part 1
February may have been the month of love – but there's a different kind of love that deserves our attention: the love we show ourselves, our family, and our wallet through thoughtful financial planning.
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
The SECURE 2.0 Act aims to make it easier for people to pay off student loans while also saving for retirement. Want to know if this applies to you? Read on …
Talking to Your Parents: Two Conversations About Money and Death You Need to Have
In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future.
Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a good chance it won’t help your loved ones the way you want it to.
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever.
Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In 2024, the SECURE 2.0 Act brings significant changes to the world of retirement savings and college savings accounts that could substantially impact your family's financial future.