What to Consider When Reviewing Your Estate Documents
Like other parts of your financial life, estate planning is not a one-time event. There is no “set it and forget it” aspect to it since our lives and laws…
Search Results for “estate plan”
How the American Families Plan Could Impact You and Your Taxes, Ep #147
The American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. In this episode, we consider the planning…
Financial Planning Strategies for Grandparents, Ep #145
With Grandparents day around the corner, this week we’re breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with…
Demystifying What the Biden Tax Plan Could Mean For You, Ep #138
You may have heard a lot on the news about President Biden’s tax plan. Are you worried about how it will affect you and your tax situation? In this…
The ABC’s of Special Needs Financial Planning, Ep #113
Special needs financial planning is an intricate and delicate process. A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning…
7 Ways to Use Your 529 Plan
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529…
Planning for the Risk of Diminished Capacity
Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it…
Monitoring Your Financial Plan
The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the…
Episode 33 – 5 Things to Know Before Investing in Real Estate
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often…
Prince’s Estate Issues Underscore the Importance of a Will
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year,…
