The SECURE Act: how it affects retirement plans The SECURE ACT, which passed the House and Senate, was signed into law by President Trump on December 20, 2019. […]
Estate Planning: The Most Important “What If” Little known fact about me: I love “if you” and “what if” conversations, or anything similar. If you are not […]
Your New Year financial checklist Before 2019 comes to a close, it’s a good time to run through a financial checklist before the New Year. […]
529 plans: tax-friendly education expense planning In recent years, College Savings Plans -— also known as “529 qualified tuition programs” -— have become a very popular […]
Back To School (College) In this episode, we discuss helping parents and grandparents prepare for college...
Divorce In this episode, we continue with Part 2 of our three-part series called “Death Do Us Part – Unless You Get A Divorce...
Wedding Season In this episode, we start a three-part series called “Death Do Us Part – Unless You Get A Divorce First” where we...
Start your charitable giving journey At the outset of my marriage, my wife and I were approached by one of my friends who, at the […]
What it really means to be a financial team I have spent the last 8 years or more attending soccer events with my daughter. As many of you know, […]
