The Non-financial Aspects of Retirement
You maybe financially prepared for retirement but is there anything else to consider? How about your mental and emotional health?
Do you have a Batman Folder? AKA an Estate Folder
If something happens to you, does your family know all your passwords and assets? Create your estate folder today. Here's a list.
Leveraging 529 plans and Roth IRAs – Make your child a Millionaire
What can you do with leftover 529 funds for your children? The new Secure 2.0 Act now allows this to be rolled into a Roth IRA! Help your children become millionaires.
The Great Estate Adventure Your Family Didn’t Sign Up For
Would you like to avoid the horrible fate of probate? Help your family avoid a not-so-fun adventure in the mystical realm of 'intestacy'.
Surviving the Holiday Season: A fun Guide for the real people
Feeling stressed this holiday? Here's a fun survival guide so you enjoy this season, not just "get through it".
A Comprehensive Guide to Year-End Financial Planning
Have you heard about "year-end planning"? What does that mean and what do you need to do before 12/31? Check out our list.
Avoiding Inheritance Mistakes
Do you know what will happen to your assets after your lifetime? By avoiding these 3 mistakes, you can have peace of mind.
Invest Your Summer Earnings in a Roth IRA
Summer can be a great time to earn some extra income. Whether your 15 years old or 40 years old with a side hustle, invest in your Roth IRA.
Year-End Giving: Roth IRAs for Children
Still not sure what to get your children or grandchildren this holiday season? Maybe they have too many toys or enough clothes to fill two closets. How about the gift of financial success and freedom - did that make it on their wishlist this year?