As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered due to common life events, such as […]
14 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out Part 1 HERE. This week, we’re continuing the financial love with 7 more tips you can use to benefit your family this month and the […]
14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through thoughtful financial planning. Now I know what you’re thinking – that doesn’t […]
Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – […]
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It’s a tough call, especially when choosing loan payments means missing […]
The New World of Cryptocurrency: A Guide for Parents and Teens
In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you are the parent of teens, understanding cryptocurrency is crucial so you can provide them with […]
Your Essential End of Year Estate Planning Checklist
As we approach the end of the year, it’s not only the holiday season that demands our attention but also a critical time to ensure that your estate plan is in order. It is important to be proactive in securing your financial future and leaving a legacy that aligns with your wishes. Let’s dive into […]
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time to get in the know because it could impact you, and if it does, you’ll need support. Starting January […]
What is the Federal Gift Tax and Estate Tax Exclusion and How Can it Help Your Loved Ones
The amount of money you can give to loved ones during your life and leave to your loved ones at your death has increased for 2023! Gifting money during your life can be a great tax avoidance strategy. There are, of course, some limits to this. Before we get into this strategy, let’s define some […]
Worry Free Closings: Before Getting To The Closing Table Know These 8 Costs of Selling Your Home
You’ve decided to sell your home. Maybe you want to take advantage of the rapidly appreciating home values, maybe you’re starting or expanding your family and your current home just doesn’t have enough room, or maybe you’ve decided to relocate from the city to the suburbs. Whatever your reason, you’re probably wondering about the costs […]
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