Secure Your Digital Legacy: Assigning a Legacy Contact
In today’s digital world, smartphones store our most personal data. From photos and messages to important documents, these devices hold key aspects of our lives. But what happens to this […]
Dig into Estate Planning
Before the busy holiday season begins, it may be time to dig into estate planning if you have not already. Estate planning can be an ominous beast, but it doesn’t
Estate Plan Ideas
Year-End Charitable Gifting and You Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves
Top Year-End Investment Tips
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the
Gearing Up for Back-to-School Season
It may be a cliché, but Summer seems to be flying by! Hopefully you can pack in some extra fun before the Fall. This month we’re highlighting some key items
What Could Go Wrong?
If I were to distill Financial Planning down to its core, it is ultimately the concept of helping to ensure that your financial goals are accomplished.  In other words it’s
Balancing Debt vs. Savings
One of the more common dilemmas in personal financial management is the tradeoff between paying down debt and saving money. Should I pay cash for a car or take a