Preparing for Tax Season
Tax documents will begin to arrive soon, and it’s critical to know how to handle the information. Which documents will your tax preparer want to see, and how long should you keep these documents? This article will provide some general guidelines.
Key Legal Documents for Your Estate
What are the base-level documents to help manage your estate, and what are the more advanced materials? This article will outline the levels of estate management.
The Great Wealth Transfer
Baby boomers are preparing to pass nearly $70 trillion to their children. Creating an estate strategy will help you manage the process and prepare your family.
When Your Adult Children Move Home
Nearly 60% of young adults live with their parents. While it may be great to have family close to home, it’s a good idea to understand the financial trade-offs.
Does It Make Sense to Self-Insure?
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
SMART Goals for 2024
With 2023 drawing to a close, many people take the opportunity to create new goals for the new year. SMART goals can help you lay the groundwork to pursue personal and business success.
Extended Care: No Decision Is a Decision
There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.
Can an HSA Account Play a Role in Retirement?
The secret is out on health savings accounts (HSA), and people of all ages are starting to embrace them as a way to pay for healthcare expenses.
Holiday Shopping Quiz
How much do you plan on spending this holiday season? This Holiday Shopping Quiz will help you compare yourself with all holiday shoppers.
National Parks for a Vacation
How about the concept of a staycation within the United States, or finding time to appreciate the beauty of our nation’s national parks?
