Guidelines for Effective Family Meetings
Maintaining a balanced lifestyle involves more than financial health; it’s about gracefully handling life’s challenges with the right support. Family…
10.02.24 Finance and InvestmentBreaking the Silence: Starting the Financial Conversation
Achieving a balanced life goes beyond just managing one’s finances. It requires developing the ability to handle various obstacles throughout…
10.02.24 Finance and InvestmentHow to Defend Against Cybercrime
Cybercriminals are relentless and often find new ways to steal from victims. Losses from cybercrime continue to climb, with a…
10.02.24 Estate PlanningNew to Medicare? Here’s What You Need to Know
Ask yourself these six crucial questions when enrolling in Medicare for the first time
09.24.24 Estate PlanningMedicare: It’s Not That Complicated
Choosing a Medicare Plan that Matches Your Lifestyle and Needs Understanding Medicare and choosing the right plan can be challenging…
09.24.24 Estate PlanningRetirement Planning Worksheet
As working adults, many of us look forward to the freedom that retirement will bring. This freedom will give us…
09.24.24 Estate PlanningUnderstanding Qualified Charitable Distributions (QCDs)
What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…
09.18.24 Next GenerationNew 2024 Features of 529 College Savings Plans
The change could encourage greater savings for college and retirement.
09.10.24 Finance and InvestmentA Guide to Planning for a Natural Disaster
Having a plan for when a disaster strikes your home can greatly impact your family’s safety. However, creating a plan…
09.10.24 Estate PlanningSECURE 2.0 Act Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
09.10.24 Estate PlanningChoosing An Executor And/Or Trustee
The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting a suitable person or entity.
09.10.24 ResourcesTracking Retirement Readiness on National 401(k) Day
Tracking Retirement Readiness on National 401(k) Day
09.06.24