April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

April 5, 2024April 5, 2024 Uncategorized

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you ... Read more

PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE

March 30, 2024March 29, 2024 Uncategorized

Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined ... Read more

Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

March 26, 2024April 9, 2024 Uncategorized

After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as ... Read more

3 Estate Planning Documents Your Parents Need Right Now

March 18, 2024March 18, 2024 Uncategorized

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes ... Read more

14 Ways to Show Your Finances Some Love This Year – Part 2

March 13, 2024March 26, 2024 Uncategorized

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: If you missed it, check out ... Read more

14 Ways to Show Your Finances Some Love This Year – Part 1

March 7, 2024March 7, 2024 Uncategorized

Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love ... Read more

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

February 26, 2024February 26, 2024 Uncategorized

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, ... Read more

This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time

February 19, 2024February 19, 2024 Uncategorized

Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those ... Read more

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

February 13, 2024February 13, 2024 Uncategorized

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the ... Read more

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