8 min7 Last-Minute Moves To Save On Your Taxes For 2021Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...
6 min FAQs About Long-Term Care InsuranceOur nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact,...
6 min6 Ways the ARP Can Boost Your Finances—Part 2Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer...
5 min6 Ways the ARP Can Boost Your FinancesSigned into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer...
6 min"Black Panther" Star Dies Without a WillOn October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed...
5 minThe 2020 Presidential Election May Affect Your Estate—Part 2No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of...
5 minHave You (or Your Parents) Reviewed Your Investment Portfolio Lately?If you or your parents have a retirement account or any investment accounts for that matter, now is the time to get connected to how...
3 min4 Year-End Strategies for Tax-Savings in 2019 As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax...
4 minHow Will the Impending "Great Wealth Transfer" Affect You?Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous...
4 min4 Ways Wise Planning Can Protect Your Family's AssetsWhile most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at...
3 minYou Might Owe Taxes This YearLike many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a...
3 minAn Education Trust Fund is an Option to Pay for a Loved One's EducationToday’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to...
3 minWhat to Do With Surplus Cash: Pay Down Debt, Spend or Invest? When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having...
3 minReview Your Insurance Policies if You're Growing Your FamilyAs your family size grows, there are lots to prepare for and consider. Welcoming a new family member can be a joyous occasion, and...
2 minTeaching Your Child to be Financially SavvyPart of being an enlightened parent is being thoughtful about how you teach kids about adult life. Of course you want to prepare them to...
3 min6 IRA Benefits Missing from Your 401(k)When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a...
3 minDo Your Parents Need Your Help with Managing Finances?Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen Xers and Millennials. And, stepping in to help manage...
3 minOptions for Saving for CollegeIf it’s important to you that your children attend college, the time to start saving is now, no matter how young or old they are; the...
3 minWhat Is Life Insurance and Do I Need It?Life insurance products can be complicated, and because they often come with high commissions for the people selling them, it can be hard...
3 minHow to Provide for Your Grandchild's Financial Future with Estate PlanningIf you are in your “golden years” and are looking for ways to spread your wealth, you should consider the various tools that will allow...