Creating Awareness Around Life Insurance
There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives.
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Thinking of Social Security as Our Biggest Asset
You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.
You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!
My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.
5 Risk Factors to Watch in the Third Quarter of 2021
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
What to Consider if You Receive the Monthly Child Tax Credit Payments
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
Are You Planning for the Reality of Retirement?
The transition to retirement is exciting! You’ve worked for at least a couple decades to get to this point. And soon everyday will be a Saturday, where you get to choose how to spend every hour.
It can also be scary with feelings of uncertainty, wondering if you have saved enough and n …
Knowing When to Update Your Estate Plan
From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
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8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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