Family & Estate Planning


The 3 Smartest Moves You Can EVER Make with a Tax Refund. 

The average refund for federal tax returns is nearly $3,000. And I know...

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Don’t Over-React to the Mortgage Rate Rise

Over the past few months mortgage rates have begun to rise a bit. And the...

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Suze’s New Children’s Book

#1 New York Times best-selling author and world-renowned financial expert...

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Smartest 2017 Tax Move: Thwart Tax-Refund Thieves

The deadline to file your taxes is still more than three months away, but...

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Financial Resolutions for 2017? Just Do This One Thing

If you have been making a long list of resolutions for the New Year, my...

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Leaving a Job? Don’t Make These 4 Huge Mistakes.

If you have recently moved to a new job, or one of your 2017 resolutions is...

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Give Your Kids the Gift of Giving

The run up to the holidays at the end of the month is an especially great...

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Make the Most of Your 2017 Employee Benefits

The fall open enrollment period is just around the corner. If you’re like...

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My House Rules for Boomerang Kids.

More adult children are living with family than at any time in the past 60...

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Money Lessons Every Parent Needs To Teach This School Year:

It’s that time of year again: back to school. While I know there are...

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