Blog Articles
How and When to Talk to Your Children About Money
Whether you consider yourself wealthy or not, you need to think about how (and when) to talk with your children about money, whether they're little kids, tweens, teens, or already adults. Here, we're showing you how each of these three stages apply to your family wealth as a whole.
With Tax Laws in Flux: What Should You Do Now?
While the proposed legislation is still under consideration and far from being finalized, given the broad-reaching impact these changes stand to have, we strongly encourage you to contact us now if you would be affected by the proposed legislation should it eventually pass.
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It's called "unclaimed property," which is money that's yours but has been handed over to the government without your knowledge. And it happens more often than you may think. Read more…
Commit to Your Estate Plan Before Committing to a Trip Away
If you are leaving your kids at home, there's one more thing you must do before you leave – you need to complete your will or trust before going on vacation. In fact, this is a common reason people come into my office. Read how the Barber family's inaction created a very difficult situation for their children.
Choosing the Right Life Insurance Policy
How do you choose a life insurance policy? We've broken down whole life insurance, universal life insurance, and variable universal life insurance and discussed the pros and cons that come with each one. These are easy to understand answers to common questions.
Checklist: 5 Financial Decisions to Consider Before December 31
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it's either too late or very costly for your family. And, if you have living parents in their 70s, make sure you cover these considerations with them this week..