How to combine finances after marriage
How to Combine Finances After Marriage My husband and I got married a few years ago. We are both CFP® professionals. Between…
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Integrated Financial Planning: Tax & Investments Working Together
Integrated Financial Planning: Tax & Investments Working Together I talk to people all the time who feel like they have things handled….
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Estate Tax Planning: The Mistake That Cost Prince Millions
Estate Tax Planning: The Mistake That Cost Prince Millions (Photo Credit NPG) When Prince died suddenly in 2016, the world lost a…
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Canceling PMI Can Save You Thousands
Canceling PMI can save you thousands. If you own a home and you put less than 20% down, it’s likely you have…
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Does Behavioral Finance Matter?
Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently…
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Coverdell Education Savings Account (ESA)
Is a Coverdell Education Savings Account right for you? With so many college savings options, it’s hard to know which accounts to…
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What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
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529 College Savings Plan
Putting together a college savings plan can be daunting. The rapidly rising cost of higher education can be intimidating, but don’t let…
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How To Reduce Taxes In Retirement
We hear a lot about the need for diversification when talking about our investments. You know the expression “don’t put all your…
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American Rescue Plan Act of 2021 – Covid Relief Bill
The American Rescue Plan Act of 2021 (Covid Relief Bill) is now the law of the land. President Biden signed the bill…
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Estate Planning – It’s Not Just For The Rich
Estate planning is much more than setting up a trust. The broadest description of estate planning is the process of preparing to…
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Coronavirus Stimulus Plan – The CARES Act
The coronavirus stimulus plan known as the “CARES Act” is here and it’s huge. It passed in the Senate 96-0, was approved…
