Money Life with Chuck Jaffe & Zach Jonson

Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the Standard and Poor’s 500 is broken, failing to represent the broad domestic economy, which is one big reason why the market performed well while the economy was suffering in 2020.

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Planning Beyond the Will

While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed...

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Emergency Contacts

Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...

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Financial Matters

While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor all the pertinent details...

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All Things Real Estate

The checklists for this installment of our Planning Beyond the Will series include all things related to any real estate. One checklist is dedicated to information regarding any property and home(s) you own.

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Tangible Items

This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs.  One checklist is designated for…

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Family Pets

We know you love your pets and want to ensure your four-legged family members aren’t overlooked.  When it comes to pets, the law considers them to be tangible, personal property. …

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