What Does the Inflation Act Means For You?
Signed on August 16,2022, the Inflation Reduction Act had three major areas to be aware of.
Why Everyone Needs an Inheritance Strategy
Of all the financial strategies that many people have in place, an inheritance strategy is too often neglected.
Beginning the Business Succession Process: A Guide for Business Owners
There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let’s take a look at two of them.
8 Legal Documents Parents and College Students Should Sign
As your child prepares for college, there are some legal documents that you should help them have in place.
5 Myths About Generational Wealth You’ve Likely Heard
Learn about common myths regarding family wealth and the truth about generational wealth planning that every family should hear.
Family Caregivers Deserve Recognition: These Are the Surprising Stats Everyone Should Know
With a fifth of adults preparing to or already providing care for aging loved ones, it’s important to recognize the sacrifices – both financial and physical – they make every day.
Four Ways to Teach Your Kids About Money
In celebration of this year’s International Day of Families, we’re sharing our top four ways to teach your kids about something that’ll stick with them for the rest of their lives – money.
Millionaire & Former Zappos CEO Died in November Without a Will. Here’s Why That Makes Things Extremely Complicated
No one — no matter how much they have — is immune to an untimely death. And your assets are significant and require proper planning.
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
What is the SECURE Act and what implications should you be aware of? Learn more here.
15 Ways to Teach Kids About Giving During the Holidays (While Doing Something Together as a Family)!
We have 15 ways your family can serve others this holiday season all the while you spend quality time together as a family.