3 Estate Planning Documents Your Parents Need
As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very best things you can do for your own future, and that of your entire future lineage – your children, grandchildren, and beyond – is to take great care of the people you were […]
13 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored seven ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up a Roth IRA for a Child Make Donations During Spring Cleaning Give the Gift of Appreciated Stock Shares Establish […]
13 Ways to Show Your Finances Some Love This Year – Part 1
While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions with your assets is one of the best gifts you can give – and a gift that keeps giving over time. This week, we explore seven tax planning tips that not only […]
Your Kids Might Not Automatically Be Cared For Unless You Do This
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no […]
How to Save for Retirement and Pay Off School Loans at the Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It’s a tough call, especially when choosing loan payments means missing […]
3 Reasons Why Adding Your Partner to Your Will is an Act of Love
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise gifts, and meaningful notes. But an often […]
Important Planning Conversations to Have With Your Parents
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But there are critical reasons for and significant benefits to planning while you’re still alive and well. Planning for your assets and your death is something that should start right now through honest, open conversations with your family. It […]
3 Best Practices For Setting Up Your Life Insurance Policy
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – […]
This Change to the FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect in December, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or distributions from a grandparent’s 529 college savings plan were subject to FAFSA reporting, potentially […]
Your Most Important New Year’s Resolution: Creating a Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan™. It can be hard to think about a future where you couldn’t be there for your children, but having a plan in place will ensure […]
