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Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it's easy to...


Navigating the World of Cryptocurrency: A Guide for Parents and Teens
What is Cryptocurrency, Exactly? Cryptocurrency, which folks also call “crypto” is, in essence, virtual money that can be used to buy...


April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and...


Parents, Step-Parents and Children Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...


Parents, Step-Parents and Children Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...


Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, it's crucial to turn our attention to...


3 Estate Planning Documents Your Parents Need Right Now
Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden...


14 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:...


14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic...


Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...


This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a...


Want to Show Your Partner How Much You Love Them? Put Them In Your Will
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...


2 Conversations About Money and Death You Need to Have With Your Parents Right Now
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are...


Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...


This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now...


Your Most Important New Year’s Resolution: Creating a Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list–...


Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you...


What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability...


What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a...


Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming....
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