It's important for most people to have a solid estate plan. For widows, paying attention to the details becomes more critical than ever. Without your spouse to fall back on,…
I recently talked about reducing the cost of college. Another way to reduce the cost? Take advantage of the money available to many students! Many high income earners assume the…
Encourage your student to think about their future financial self It's that time of year that kids pack the U-Haul and head to college. (I'll be facing that in two…
In this new series, I'd like to spend some time addressing common myths and misconceptions about your personal finances. This month let's smack down 3 myths about having a will…
For many affluent individuals, estate planning extends well beyond tax planning. It involves very personal decisions about the distribution of future wealth. Spendthrift trusts are sometimes used in traditional estate…
One of the most difficult experiences in life is when a spouse dies. While grieving the loss of your partner, you may also feel overwhelmed by the important financial decisions…
I've had several conversations recently surrounding retirement communities. Some centered around choosing a retirement community for themselves or a family member. Others focused on the potential costs and advantages for…
What will you do with your tax refund? You've made it through another tax season. If you are like most Americans, you will spend any tax refund you get, maybe…
Would you spend 10 minutes if it could mean $1000+ to you? Recently, a potential client received a letter in the mail. It offered to help her claim thousands of…
Estate planning has traditionally focused on minimizing estate taxes and directing the disposition of your assets after death. Yet, in today’s modern world, managing your affairs has become even more…
Some behavioral biases seem tailor-made to foil retirement savers. But their ill effects are smaller for those who are aware of them. Most of us are aware that a sneaky…
The pictures are heartbreaking as entire neighborhoods were burned beyond recognition in the city of Santa Rosa, California and surrounding towns. More than two dozen fast-moving and huge wildfires swept…
I'm exhausted. The recent news cycle of hurricanes, mass shootings, and political battles can make us weary and disengaged. We should not use this as an excuse to do nothing,…
When you lose your spouse, evaluating your finances may take a back seat to more pressing concerns. But even amid the grief that accompanies the death of a loved one,…
Take these steps to prevent criminal use of your identity! You have probably heard and read a lot about the recent security breach at Equifax, one of the three major…
Your favorite charity can benefit from your savvy planning! For millions of Americans, "charity begins at home." Many have decided to make a difference by donating money to local religious,…
Can single parents get ahead financially? Raising children without a partner can be challenging—emotionally, physically, and financially. Challenged by the work involved in earning a living and caring for children,…
Worse for baby boomers and more worse for women It’s an unfortunate statistic that everyone knows – more than 50% of marriages will end in divorce. But it’s also…