Apr 1, 2024 | Charity, Children, Estate Planning, Family, Finances
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips: 1. Make a Qualified Charitable Distribution (QCD) 2. Front-load Your 401(k) Contributions 3. Set Up an IRA for a...
Mar 25, 2024 | Charity, Children, Estate Planning, Family, Finances
This week, we explore seven tips that not only secure your financial future but also spread love and prosperity to those you cherish most. 1 | Make a Qualified Charitable Distribution (QCD) Want to spread love to a charity you’re passionate about? Is your...
Mar 18, 2024 | Children, Estate Planning, Family
In this article we’re exploring how the SECURE 2.0 Act could be the solution you’ve been searching for. What The SECURE 2.0 Act Means for The Student Loan Dilemma Monthly loan payments can make it hard to stash away cash for our future selves. When we skip on...
Mar 11, 2024 | Estate Planning, Family, Newlyweds
In this article, we’ll look at why adding your partner to your will and estate plan is the ultimate act of love. Providing Care and Protection While a will, trust, and other estate planning documents are valuable, if they aren’t properly counseled, regularly...
Mar 4, 2024 | Death, Estate Planning, Family
This week, we’re exploring the conversations you need to have right now to truly understand your family’s financial picture and plan for the future. Conversation #1: What Exactly Do Your Parents Own? The potential risk to your family’s wealth is intricately tied...
Feb 26, 2024 | Beneficiaries, Estate Planning, Family
In this article, we’ll explore how not to name beneficiaries on your life insurance and how to name beneficiaries to ensure your loved ones have the funds they need to thrive when something happens to you. DO NOT Name a Minor As The Beneficiary of Your Life...
