Wedding season is approaching quickly. With the stress of planning a wedding, it is easy to overlook certain steps that affect your taxes and finances in general. We have compiled a list of steps to...
Q&A: How can I help my children / grandchildren start investing?
As a parent or grandparent, you want to help guide your loved ones towards a path of success. Teaching them about compound interest and the importance of investing early in life will help guide them...
Q&A: What steps should you take if you’re concerned about cognitive impairment for yourself or a loved one?
Cognitive impairment is a growing reality as we age and can be difficult to either experience firsthand or watch a loved one suffer from, even if they only have mild cognitive impairment. Unfortunately, according to the Alzheimer’s Association website, approximately 12-18% of people age 60 or older are living with mild cognitive impairment, and more than 6 million Americans are affected by Alzheimer’s. Any form of cognitive impairment can put you or your loved one at risk for a financial mishap and undo years of careful planning.
Q&A: How can I ensure my assets pass efficiently to my heirs? (Part 2)
Last month, our Q&A focused on a few steps to take to help ensure your assets will transition to your heirs in a private manner without the court system getting involved. In addition, we...
Q&A: How can I ensure my assets pass efficiently to my heirs? (Part 1)
Protecting your assets and taking the necessary steps to provide a smooth transfer to your loved ones is important. Oftentimes, certain steps are not properly addressed, and a person’s assets end up controlled by the courts. Fortunately, for most people, there are simple steps you can take to ensure your assets and personal belongings transfer in a private manner.
Q&A: What are 529 College Savings Plans and their tax advantages?
As college costs continue to rise (the estimated cost per each year of college at a 4-year public university for today’s newborns is over $50,000 per the College Board, College Cost Calculator), it is important to evaluate different opportunities to save for college and invest sooner than later.