Planning Beyond the Will

Share 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 to ensure…

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Emergency Contacts

Create your Emergency Contact List 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…

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Financial Matters

Create your Financials Checklist 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…

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ABLE Accounts

Print Share For many years, families with disabled loved ones avoided saving money for them for fear of the benefits they’d lose.  Disabled people receiving certain federal benefits had a…

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The CARES Act – Updated 6/30/2020

Print Share The Coronavirus Aid, Relief, and Economic Security Act (the CARES act), which was signed into law in March this year, created an estimated $2 trillion emergency relief package…

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Finding an Advisor

Print Share According to various websites, the average person spends 13 to 15 hours researching a new car purchase, but only 6 to 8 hours researching a financial professional.  For…

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