Family & Estate Planning
Could the One-Roof Solution Help Your Family’s Finances?
Financial stress is a multigenerational issue. Young adults look at high...
What You Need to Know About your 2018 Taxes
Unless you were completely tuned out at the end of last year, you know that...
Financial Caregiving: How Every Parent Must Help Their Adult Children
More than 90 percent of people who provide caregiving support to a loved...
PROOF: The Estate Tax May Be On The Chopping Block. But Estate Planning Remains As Critical As Ever.
If you’ve been following the Washington push for tax reform, you may have...
What Parents Get So Wrong About College
Parents, way too many of you are still getting it all wrong when it comes...
Get in the true holiday spirit right now: Gift disaster relief donations today.
I know many of you have made donations to the various non-profits that are...
Financial Do’s and Don'ts After Disaster Strikes
Hurricanes and tropical storms in Florida and throughout the Caribbean...
Now is the Time to Get Your Family on Board with a Smart Holiday Plan
If you’re honest, I am confident you would tell me that you wish you...
A Winning Argument for Why You and Your Honey Need to Come Clean About Money
I recently saw a survey that reported that nearly half of people in a...
Long-Term Care Planning--One Size Does Not Fit All
Shopping for long-term care insurance today is starting to feel like...
How to Get the Best Bang for Your College Buck
I am a big believer in college education, and an even bigger believer in...
What Every Woman Needs to Get Schooled On.
When the American College of Financial Services recently quizzed...
