Prenuptial Agreement: To have or not to have? That is the question!
We are pleased to have Doug Perkins as our guest author this week. As a Certified Divorce Financial Analyst, I am brought in to help with the financial division of assets in a divorce. I also work with a number of clients who have survived a divorce and now find themselves in a new relationship. My recommendation […]
Taxes by State – A piece of the retirement puzzle
As people drift closer to retirement, one of the more exciting things to start planning for is “if and where” they are going to relocate after they finish working. Whether it is the sun calling their name, a new pace of life, or grandkids, there is a lot to consider. Some of the most common […]
Your Advisor’s Value – Beyond Market Returns
The start of new year often sees re-evaluation of one’s current financial situation and relationships. As a prudent investor, you may have reflected on the benefits and fees involved with partnering with a financial professional to help manage your investments and long-term planning. Clients and prospects aren’t the only ones who have made these considerations. […]
Your Intro to Secure Act 2.0
You likely have seen headlines regarding the recently passed Omnibus bill, and the SECURE Act 2.0 passed within it. The original SECURE Act passed in 2019 with about a dozen changes that impact retirement planning laws and regulations. The newly passed SECURE Act 2.0 contains a slew of changes, some of which will impact you. […]
Donor Advised Funds in the Season of Giving
The Season for Giving
Free Wills Clinic and Why Estate Planning Matters
2022 Year-End Planning
Guest Blog: Linda Leary on Growth Mindset
You Are the Expert on Your Life
