Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Concerned about the social impact of your investments?
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Investing with Your Heart
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
Now, more than ever...💜
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
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Prescription Drug Benefits Under Medicare (Part D)
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
