Resources

Your home for financial planning and insights

Generation Now

Teach Your Child How and Why to Save Money

Teaching kids about saving money early and adapting lessons as they grow is vital for financial success.

07.09.24
Generation Now

2024 Guide to Establishing Credit

Establishing credit early is crucial for young adults’ future financial success, but choosing the right credit card can be challenging due to varying interest rates, eligibility requirements, and rewards, and this guide aims to help them navigate these decisions.

07.09.24
Estate and Insurance

Creating Equal vs. Equitable Inheritances

Engage a financial advisor for estate planning to help ensure your legacy goals.

07.02.24
Estate and Insurance

A Primer on Irrevocable Life Insurance Trusts

An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate taxes and ensuring financial security, by holding a life insurance policy outside the insured’s estate.

06.24.24
Estate and Insurance

Estates and Trust

A Guide to Planning

06.24.24
Estate and Insurance

Critical Estate Documents

Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…

05.28.24
Estate and Insurance

Are You Prepared for an Estate Tax Sunset?

The federal estate tax thresholds may change, impacting wealth transfer strategies.

05.28.24
Retirement and Financial Planning

8 Myths About Retirement

Don’t let these 8 myths keep you from preparing for retirement.

05.20.24
Estate and Insurance

Preventing Estate Planning Pitfalls

Tips to ensure your estate plan aligns with your intentions.

05.20.24
Retirement and Financial Planning

Five Most Overlooked Tax Deductions

Many Americans overpay on taxes by not claiming eligible deductions, and this article introduces the five commonly overlooked opportunities for managing tax bills.

05.03.24
Estate and Insurance

A Living Trust Primer

A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.

05.03.24
Resources

Important Birthdays Over 50

Crucial birthdays for understanding implications on retirement income.

04.01.24