A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer…
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The “sandwich generation” is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also…
The golden rule of financial planning: if you can plan it, you can pursue it Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing…
April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it…
It’s easy to carry the stress of home to work, and work to home. Doing so will most likely inhibit your time to relax with friends, family, and your productivity…
“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While certain aspects are hard, such as constructing the…
Talking about long-term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your…
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of…
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see…
Whether you’ve been wondering about boosting your investments’ rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle,…