Many people have ‘something’ with regard to estate planning, but often what they have is not complete, not updated, or not sufficient. Children can play an important role by helping their parents get their affairs in order. Given that this could potentially be a tough conversation, here are some questions to get you started.
Read MoreEstate Planning is something we all need to do regardless of net worth or personal situation. Your loved ones bear the burden of your mistakes - whether that is high probate fees, delays in receiving their inheritance, or hurt feelings that can destroy relationships. Here are the most common mistakes and how to avoid them.
Read MoreFinancial steps to take before the wedding.
Read MoreI want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?
Read MoreMore Privacy. More Control. Quicker distribution to beneficiaries.
Read MoreHow should you title your assets? This guide will help you understand your options,
Read MoreMany people expect that a family member or friend will care for their pet if something happens to them. While that would be an ideal situation, sometimes the owner has reasons to believe that will not be possible.
Read MoreMany of us have a plan for our home, 401k, and IRAs in the event of our passing. What about digital assets, such as emails, texts, social media, airline miles, cryptocurrency, music files, and photos?
Read MoreIt is open enrollment season right now for many of you and that means it's the only time of the year that you can review and change your benefits at work. Here are 3 things to look for.
Read MoreWe just finished our initial call and you decide to move forward. This is what happens next.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
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