As our parents age, we often find ourselves stepping into new roles. One of the most challenging and sensitive discussions to have is about their finances. While uncomfortable, this conversation is crucial for ensuring their well-being and making informed decisions. Here, we’ll explore why this conversation is important and how you can approach it with empathy and respect.
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
This blog will explain some of the advantages of doing your taxes two years at a time.
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
January is Financial Wellness Month, a time to check-in with your financial strategy.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
Helping your clients with the year-round effort to maintain your tax strategy.
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.
This article will help your clients understand the basics of an estate strategy and what needs to be included.
You may be waiting as long as possible to take your Social Security benefits, but is that actually your best option? Here's what research you should be doing to find out....
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
