For whatever reason, we just can’t resist a good, juicy celebrity story. So, for the next few weeks, we’re going to look at the lives of 4 celebrities and how they prepared for the inevitable (or didn’t!). This week we’re turning the spotlight on the King of Pop himself, Michael Jackson. Read more… Celebrity Estate […]
Since we love a good celebrity story, this July we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). In this second article of our 4-part celebrity estate planning series, Vanilla Ice chimes in with his estate planning experience, advice, and lessons learned. Let’s just say he has…thoughts. […]
If you’re a father, you always strive to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. So, this Father’s Day, let’s celebrate all of you dads and explore some common pitfalls that fathers often […]
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps that included estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series, we’ll delve into additional areas that are crucial for ensuring your […]
Note: This is part 1 of a 2-part Series. Look for the next Blog containing part 2 (Steps 6-10) to be posted soon! 10 Steps to Take Now to Secure a Comfortable Retirement: Part 1 Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires […]
It’s a question that most people don’t think about. But social media accounts should be considered as part of your assets, and that means you need to have a plan for them when you die. Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion […]
Digital innovation shapes every aspect of our lives, so it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you are the parent of teens, understanding cryptocurrency is crucial in order to provide them with the guidance they […]
BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE 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 as a mother, father and two children (or was it 2.5 children? Where does the .5 come […]
We’re back, as promised, with Part 2 of our practical strategy for showing your finances and your family even more love this year. As a refresher, here’s what we covered in Part 1: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up an IRA for a Child Make Donations During Spring Cleaning […]
As we step through the month of March, with its promise of happy days and brilliant blooms, our thoughts wander to spring cleaning and, with income tax filing due next month, our personal finances. Both are laudable ideas . . . until you actually have to make a plan and get it done. Am I […]
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