10 Steps to Take Now to Secure a Comfortable Retirement: Part 2
In the first part of our series on securing a comfortable retirement, we covered estate planning, passing on your legacy, and preparing for long-term care. This week, we continue with five more steps, including adapting your home for comfort and safety and harnessing technology for independence. Taking these steps will provide you with peace of mind and comfort in your later years. Read more…
10 Steps to Secure a Comfortable Retirement: Part 1
Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. Right now the perfect time to explore 5 practical and important steps you can take immediately to ensure a comfortable and fulfilling retirement. Read more…
Reflecting on Memorial Day: Building Your Enduring Legacy Through Estate Planning
Memorial Day offers a chance to contemplate themes of mortality, remembrance, and legacy. But what exactly is a legacy? And how does it pertain to you? Read more…
What Happens To Your Social Media Account When You Die?
When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to transforming accounts into places for mourning and memory. Understanding these options is essential for managing digital assets responsibly and respecting your wishes. So let’s take […]
Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it’s easy to start dreaming about all the ways you can use it. Financial experts may tell you that it’s a chance to pay off debts, tuck away savings for an emergency, or add to […]
Navigating the World of Cryptocurrency: A Guide for Parents and Teens
In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you are the parent of teens, understanding cryptocurrency is crucial so you can provide them with […]
Improve Your Financial Fitness and Grow Your Business With Confidence
Embarking on the entrepreneurial journey is akin to setting out on an uncharted adventure. It’s filled with unknowns, challenges, and the occasional surprise twist. While physical fitness often gets the spotlight with its glossy gym selfies and trendy workout regimes, there’s a quieter, more calculated player in the game of success: financial fitness. We aren’t […]
April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered what it is […]
Parents, Step-Parents and Children Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from anyway?). In this article, we’ll focus on […]
Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships come to an end one day. Before you stop reading, hear me out. […]