Category: Uncategorized

Today’s twenty-something has a much different perspective than even peers just a decade older. They’re waiting later to start families or even get married. They spend their time prioritizing other goals like travel, buying a …

It has become more common in recent years to use gifts as a way to pass assets to an heir. It’s more personal, helps reduce estate taxes and permits older individuals to clearly state and …

College costs and tuition have risen considerably in recent years, making saving for college a much more arduous task for parents. Increasingly, grandparents are stepping up to the plate to help allay some of these …

No matter the cause, divorce is a stressful situation for any family. Property is divided, children must suffer through difficult transitions and partners go their separate ways. Difficulties can rise significantly, but no matter how …

Data has shown that as life expectancy increases more and more of the population over 65 will need some form of long-term care. The majority of people will be able to rely on children or …

Estate planning discussions often center on married couples, but single clients also need to focus on this important matter. In some cases, singles might lack an obvious primary beneficiary or heir so their preparation might …

Entering the realm of investment management is a scary thing for first-time investors, but with a good plan returns can even meet or exceed often lofty expectations. Now that tax time is near, it is …

The earlier clients begin to save for their children’s college education, the less likely a scramble to divert funds will be needed later. There are a number of ways to financially plan for a child’s …

Spring is an excellent time of year to clean and organize and financial planning should be near the top of the to-do list. Procrastination can be harmful to the long-term health of client financial planning …