2 Conversations About Money and Death You Need to Have With Your Parents Right Now

February 5, 2024February 5, 2024 Uncategorized

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning ... Read more

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

January 30, 2024January 30, 2024 Uncategorized

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no ... Read more

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

January 23, 2024January 16, 2024 Uncategorized

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to ... Read more

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

January 23, 2024January 23, 2024 Uncategorized

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to ... Read more

Your Most Important New Year’s Resolution: A Kids Protection Plan

January 16, 2024January 16, 2024 Uncategorized

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your ... Read more

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

December 20, 2023December 20, 2023 Uncategorized

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, ... Read more

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

December 11, 2023December 4, 2023 Uncategorized

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are ... Read more

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

December 4, 2023December 4, 2023 Uncategorized

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business ... Read more

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

November 25, 2023November 17, 2023 Uncategorized

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra considerations and planning it ... Read more

How to Talk Money With Your Family Over The Holidays

November 18, 2023November 17, 2023 Uncategorized

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk ... Read more