Whatever your goals are around leaving a legacy, it is never too early to begin planning. This allows you to stay in control and provide for your family, loved ones, and desired charities in the best way possible.
Estate planning allows you to stay in control, protect against the erosion of taxes and other expenses, and take care of your family and loved ones.
This Thursday, April 23rd the House ratified a bill to provide $484 billion of pandemic relief. Here’s what you need to know.
As we spend more time at home, many are finding creative ways to stay busy, such as learning musical instruments and foreign languages, discovering their inner chef through new recipes, and rekindling relationships with old friends online. There are also many ways to...
(9 min read) The COVID-19 pandemic has radically transformed life in the U.S. National guidance around social distancing, coupled with shelter-in-place orders in many states, has slowed many industries to a grinding halt. School closings, quarantines, and care for...
(2 min read) You may have heard that last month President Trump signed into law the SECURE Act, which aimed to increase access to retirement savings. Among other provisions, here are a few highlights from the law*. Contact our office today to learn what these and...
As you prepare for 2020, here are our top 10 financial resolutions for your New Year’s list: Slash debt – Cut back on debt, especially high interest credit cards. Save more – Save smartly with automatic retirement contributions and monthly savings. Spend less – Find...
How can parents best talk with their kids about money? Here are tips on communicating your financial values with children of different ages.
Last Thursday, Yolanda York, from the Social Security Administration, addressed some important questions about Social Security.
Long-term care is a topic few like to discuss but most will face. We all need a plan to stay in control and ensure our wishes are carried out.
Most people purchase only the minimum required liability insurance coverage and never think of it again, exposing themselves to significant risk of loss.
Disability is one of the most neglected areas of financial planning. By preparing for this all-too-likely possibility, you are not only protecting your family and your finances, but you are also staying in control and creating your own future.
While most families are aware of their need for life insurance, few have the confidence of knowing they have the right coverage.
Planning for insurance allows you to stay confident and powerful over your future, regardless of what life brings.
While the Tax Cuts and Jobs Act lowered tax rates, certain taxpayers will pay more. There are strategies to consider now before the New Year.
Halloween is right around the corner. For investors, the greatest bogeyman isn’t what goes “bump” in the night but rather what goes “bust” in a bear market.
“That could never happen to me.” Those are some of the most dangerous words in financial planning.
It’s never too late to start planning for college. Here are tips to get started.
Charitable giving empowers you to support your values and make a lasting impact on local communities, the nation, and even the world.
Wealth protection is guarding against losses outside of your portfolio. Each and every one of us runs the risk of an unexpected tragedy rocking our world and derailing our plans.
Wealth transfer is leaving assets to your family and other heirs. To ensure your wishes are carried out, an up-to-date estate plan is crucial.
Wealth enhancement is minimizing taxes and fees to grow your wealth most efficiently.
With increased uncertainty around Social Security, take control of your retirement. Ensure your savings adequately meet your retirement needs, regardless of the future of Social Security.
Wealth preservation means investing your assets to last throughout retirement.
Retirement accounts, such as IRAs and 401(k)’s, are great savings vehicles. They allow you to save on a tax-deferred or tax-free basis, leaving more of your money to experience compound growth. Unfortunately, we can’t hold retirement accounts indefinitely. It all...
2017 has been a great year for the stock market. Despite uncertainty around tax reform, verbal skirmishes with North Korea, and an aging bull market, the market continues its quiet and steady march forward. The S&P 500 Index was up each of the first three...
Updated 11/15/19 What do you think of when you hear “charitable gift”? Perhaps a postage-paid donation envelope, a change jar at a humane society, or a country club raffle fundraiser. What do these all have in common? They are all gifts in cash. While donating cash...
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