In this post, we'll cover everything you need to know about estate planning, from understanding your assets and key legal documents to the importance of reviewing your estate plan, especially when life throws unexpected curveballs. So, whether you're just beginning to consider your estate plan or you're due for a check-up, you're in the right place. Let's navigate this important aspect of financial wellness together.
Now is a great time to get started saving for your kids’ college, and we’re here to help. In this blog post, we’ll cover why saving for your child’s college education now can make their future less stressful, what steps you can take to start saving, and some tips to get the most out of your savings plan.
The first ten months of 2023 have been full of mixed signals, to say the least. A surprisingly resilient economy and excitement around emerging AI technologies have some analysts feeling optimistic. Others are concerned that the mounting risks associated with higher interest rates could lead to recession.
Good tax preparation should start well before your taxes are due. If you want to save the most money possible, it’s crucial to work with a financial advisor you trust who can help you implement every tax reduction strategy at your disposal.
You work hard to put money away in a tax-deferred individual retirement account (IRA) or employer-sponsored retirement plan. It feels good to watch that investment grow. But unfortunately, the government doesn’t allow your money to stay invested there forever. Here are five things you need to know about Required Minimum Distributions.
If you donate regularly to a charitable organization, you likely do so because there is an issue close to your heart which that organization is addressing. You connect with their mission and clearly see the value of the work they do. But like many donors, you may be wondering, “Am I making the most out of my giving?”