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

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

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest...
Read More
FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now...
Read More
Your Most Important New Year’s Resolution: A Kids Protection Plan

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

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children...
Read More
Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a...
Read More
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver,...
Read More
Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

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

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming....
Read More
Have Unused 529 College Savings? Roll Them Into a Roth in 2024

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

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student...
Read More
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

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

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can...
Read More
What You Must Know About Your Right to Your Spouse’s Retirement Benefits

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

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix),...
Read More
How to Talk Money With Your Family Over The Holidays

How to Talk Money With Your Family Over The Holidays

The holidays are right around the corner, which means more time to gather with family and relatives than any other...
Read More
1 2 3 4 15