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Jan 264 min read

2 Conversations about Money and Death You Need to Have With Your Parents Right Now

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are...

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Nov 19, 20235 min read

What You Must Know about Your Right to Your Spouse’s Retirement Benefits

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...

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Nov 12, 20235 min read

How to Talk Money with Your Family Over the Holidays

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...

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Nov 5, 20234 min read

Transition to Adulthood: What Happens Legally When My Child Turns 18?

Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...

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Oct 29, 20235 min read

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and...

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Oct 22, 20234 min read

Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes - Part 2

Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically...

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Oct 14, 20235 min read

Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes - Part 1

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...

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