Resources

Including Digital Assets in Your Estate Plan

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets…

Guarding Against Identity Theft

America is enduring a data breach epidemic.The latest annual study of the problem from Javelin Strategy & Research, a leading…

Should You Leave Your IRA to a Child?

Can a child inherit an IRA?The answer is yes, though they cannot legally own the IRA and its invested assets….

What Women Shouldn’t Retire Without

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by…

Should You Use 529 Plan Funds on K-12 Education?

When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the…

Coping with College Loans

Is student loan debt weighing on the economy?Probably. Total student loan debt in America is now around $1.5 trillion, having…

The Importance of Equitable Estate Planning

Suzanne is widowed and has four adult children. Her investment portfolio is worth $1 million, and she owns a bed-and-breakfast…

Smart Financial & Insurance Moves for New Parents

Being a parent means being responsible to a degree you never have been before.That elevated responsibility also impacts your financial…

Minimizing Probate When Setting Up Your Estate

Probate subtly reduces the value of many estates.It can take more than a year in some cases, and attorney’s fees,…

Getting Your Personal Finances in Shape for 2019

You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months…