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 […]
The Student Loan Tightrope: Balancing Act of Finance Feeling like you’re trying to balance a coffee cup on a stack of books while riding a unicycle? Welcome to the world of managing student loan debt and saving for retirement! It’s a wild ride but fear not—cue the hero music—here comes the SECURE 2.0 Act, ready […]
“Love, the magical force that binds us all, making us do crazy things like sending flowers, giving surprise gifts, and leaving heartfelt notes. But wait, there’s an underappreciated, yet wildly romantic gesture – planning for the future. Yes, folks, we’re talking about the thrilling world of estate planning! Because nothing says ‘I love you’ like […]
Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a good chance it won’t help your loved ones the way you want it to. Here’s what to do instead… A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your […]
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