At this point, many Americans are seeing $1,400 stimulus checks hit their bank accounts, and while some people are using that money to pay their bills or dig out of debt, others have a real opportunity to snag an even bigger windfall by investing that cash instead. If you don’t need your stimulus to cover […]
Read More
Many people around the world are caught up in the chains of debt. It is an uncomfortable situation, as every financial problem can significantly limit our ability to buy things we want. Sometimes, this budget hole can be so big that it may seem unsolvable. If you are having problems with managing your debt, do not worry. […]
Read More
Estate plans, much like the people who create them, are all unique. Contrary to popular belief, there is no one-size-fits-all approach. While there are some general similarities that can lead two clients to have a very similar estate planning structure (e.g., all to spouse and then all to children in equal shares), there are always […]
Read More
Avoiding probate and minimizing estate taxes are legitimate estate planning goals, but they should not be the sole focus of any estate plan. Proper estate planning is a much broader discussion that you should have with a qualified estate attorney, but we’re going to offer some items you can further explore with an attorney who can […]
Read More
Millions of Americans are worried about running out of money in retirement. Boomers and Generation Xers are playing catch up to avoid having to drastically reduce their standards of living in retirement. Lowering your taxes on your retirement income and increasing your tax-free retirement income can help stretch those valuable retirement account dollars. Keep reading […]
Read More