Latest Posts
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Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world…
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Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities,…
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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…
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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…
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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…
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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…
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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,…
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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…
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Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning…
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Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians…
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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s…
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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to…
