Why You Need Disability Insurance
Disability insurance. Now, that is a riveting topic. No, it’s not exciting or flashy, but it is necessary. Don’t you […]
How to give financial gifts without paying taxes -understanding the gift tax
Rarely does anyone ever pay gift taxes. That’s right. You probably will never have to pay a gift tax. Ever!
Financial Gift Giving
Are you trying to find the perfect gift for your children, grandchildren, nieces, or nephews this season? Instead of getting
Debt for the Holidays
It’s that time of year when endless commercials try to entice you to spend, spend, and spend some more. It’ll
What Is Investment Risk Tolerance and How Do You Measure It?
Investment risk tolerance is hard to measure, yet it is necessary to determine. The success of your goals and peace
5 Must-Do Moves to Protect Your Family & Finances
When it comes to financial planning, it’s the simple tasks that have the greatest impact. They take little time or
Save for health insurance if you Plan to retire before age 65
For many, the dream is to retire young. Unfortunately, even if you think you’re doing a great job saving for
Why Your Financial Advisor Should Always be a Fiduciary
Unsure what fiduciary means? That’s OK, most people don’t, but I aim to fix that. Believe it or not, there
7 Frequently Asked 529 Plan Questions
My last blog post, “Know the rules when using a 529 plan,” received a lot of feedback, so I decided to
529 Plan Rules: Complete Guide to Qualified Expenses and New Roth IRA Rollovers
Whether you are trying to save for elementary, secondary, or post-secondary education, a 529 Plan is still the best game