Don’t let life’s unexpected turns catch you unprepared. Estate planning is your safety net. While it might seem like a daunting task, the benefits of a well-crafted estate plan are significant. It’s a strategic move that ensures your assets are protected, your wishes are honored, and your loved ones are cared for, even in the […]
A few weeks ago, my fiancĂ© got an email from the custodian that holds his 401(k) reminding him to check his beneficiaries. While he was surprised to receive the reminder, he was also grateful, as he realized he had never named anyone as the beneficiary of his account. The importance of having a beneficiary is […]
We want our clients to have healthy family relationships and financial wisdom. Many of us grew up with the notion that talking about money was taboo – even inside your own family. And while the status of your 401(k) or the monetary value of your trust might not be polite conversation at a dinner party, […]
Personal finance is a broad term that covers various areas of money management. These topics can range from monthly budgeting and saving, all the way to retirement and estate planning down the road. The importance of financial decisions is very high because it directly or indirectly affects marriage life. The philosophy behind how you choose […]
Financial advising is different for everyone, but saving for retirement is a very different financial situation than drawing down on retirement funds already saved or budgeting social security payments. For those in their senior years who have transitioned from saving to budgeting their retirement dollars, it is a good idea to engage a Certified Senior […]
Losing a spouse and the person you’ve built a life with is hard enough, but with death comes lots of decisions, paperwork, and responsibility. If you’ve recently lost your husband, we want to give you our deepest condolences. We also want to help you through this difficult time by making those onerous financial decisions easier […]
Cyber-security is an issue that we hear more and more about each and every day. Which major business will get breached this week? Will your username and password become compromised in the process? Today we have to be very intentional about how we store our information, and with technology constantly changing, we need to understand […]
