COVID-19 stay-at-home orders meant our team spent the last few months working remotely, something that comes with a lot of advantages, as well as its share of challenges. The thing we missed the [...]
With the arrival of hurricane season, it is vital that preparations and plans are in place. This year, COVID-19 will most likely influence your emergency plan in the event of a hurricane. With [...]
Are you confused about which retirement plan is better suited for your individual financial situation? If you or someone you know is unsure, you will want to check out this article on Bankrate. [...]
High-deductible health insurance plans come with Health Savings Accounts (HSAs), which are a tax-efficient way to pay for medical expenses, now and in the future. They can also be an effective [...]
Do you consider yourself a gig worker or independent contractor? If this is you or someone you know, you will want to check out this article on GoShare. The article is a roundup of tips from a [...]
As you work with your CERTIFIED FINANCIAL PLANNER™ professional on your estate planning goals, you may be wondering if a revocable trust is right for you. Revocable trusts can allow your assets [...]
Did you know that even if your spouse doesn’t have any earned income, you can establish and contribute to his or her IRA. This is a simple but potentially powerful financial planning opportunity. [...]
Investment opportunities exist all around the globe Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem [...]
With hurricane season upon us, it is time to put preparations in place. While we can never be sure when a storm might stir up, we can be sure that we are ready. GET YOUR HOME READY Take a good [...]
Elder fraud is a very real and growing issue, although accurate statistics are hard to nail down. The majority of cases go unreported or are underreported. For an example, however, last year the [...]
