Losing a loved one is incredibly tough, but the pain can deepen when disagreements over their personal belongings cause rifts within the family. When cherished items become the center of conflict, the emotional scars can run deep, sometimes never fully healing. Read more.
Read MorePicture this: you stumble upon a treasure trove of cash that rightfully belongs to you, only to learn that you can't access it. This is known as “unclaimed property” — money that’s yours but has been turned over to the government without your awareness. Believe it or not, this happens more frequently than you might imagine. Discover the details.
Read MorePicture this: You’re in your twenties, completing a form at your job, and designating your partner as the beneficiary of your retirement account. Fast forward 28 years—you’ve moved on, experienced life to the fullest, and then passed away, leaving your former partner with your now-million-dollar retirement savings. Sounds unbelievable? Think again. Read on to find out more.
Read MoreUnfortunately, online scams and digital attacks are on the rise. In this week’s article, we explore seven actionable steps you can take to protect your online data. Protecting yourself digitally is more crucial than ever. Continue reading to learn more.
Read MoreSo you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.
Read MoreIn a time when digital advancements influence all facets of our existence, it's understandable that our teenagers are captivated by the prospect of cryptocurrency. However, before they delve into this territory, parents need to be equipped to guide them through this emerging landscape. Continue reading for insights.
Read MoreLast week, we delved into seven strategies to express care for your finances and family through intelligent, tax-efficient financial advice for the upcoming year. Discover additional insights by reading Part 2 of our series now. Continue reading.
Read MoreFebruary is celebrated as the month of love, yet there's another form of affection that warrants our focus: the care and consideration we extend to ourselves, our families, and our finances through diligent financial planning. Discover more.
Read MoreThe SECURE 2.0 Act is designed to simplify the process of managing student loans while simultaneously contributing to retirement savings. Curious about whether you're affected? Discover more in our latest blog post this week.
Read MoreLooking to invest in your grandchild's college education? Recent changes to FAFSA guidelines have made it easier than before. Discover more by reading on.
Read MoreIn 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. Read more…
Read MoreThe holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…
Read MoreThe fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead. Read more…
Read MoreThink the national debt ceiling extension doesn't concern you? Think again! It's a topic that might feel far-off, but in reality, it can directly affect your family's financial health and future plans. Dive deeper with us to understand how it matters to you. Read more...
Read MoreVacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order. Read more…
Read MoreIf you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. At this year’s Berkshire Hathaway annual shareholder meeting, Buffett shared several pieces of financial advice but also provided insights on the importance of personal growth and estate planning when seeking to grow wealth. While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett's advice reminds us of two key but simple steps we can take to create financial and generational wealth.
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