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3 Benefits of a Revocable Living Trust

Sep 11, 2019
A revocable living trust is a legal arrangement that you can have set up to direct how the assets you put in the trust are to be managed during your lifetime and distributed after your death. With a revocable…

How to Protect Your Finances: Protect Your Assets with Umbrella Insurance

Aug 27, 2019
In this series of blog posts we continue to provide a few tips on how to use savings, insurance, and legal documents to help protect your finances and your financial security from the challenges you may…

How to Protect Your Finances: Protect Your Income with Disability Insurance

Aug 21, 2019
In this series of blog posts we provide a few tips on how to use savings, insurance, and legal documents to help protect your finances and your financial security from the challenges you may face one day.…

How to Protect Your Finances: Create an Emergency Fund

Aug 15, 2019
In this series of blog posts we will provide a few tips on how to use savings, insurance, and legal documents to help protect your finances and your financial security from the challenges you may face…

Starting a Retirement Plan for Your Business

Aug 05, 2019
There is still time to set one up this year! If you are self-employed or own a business and do not have a retirement plan yet, you may want to consider setting one up. Here are a few reasons why. Build…

5 Things to Know About REITs

Aug 01, 2019
REITS, or real estate investment trusts, are companies that usually own and manage income-producing real estate – and distribute part of the income they receive to their investors in the form of dividends. 1.…

3 Things to Know About Donor-Advised Funds

Jul 31, 2019
What are they? A donor-advised fund (DAF) is a type of account that you set up to manage your charitable giving. You can recommend grants to IRS-qualified charities from the cash and other assets you irrevocably…

9 Things You May Not Know About Health Savings Accounts (HSAs)

Jul 24, 2019
A Health Savings Account (HSA) is an account that people with a high-deductible health plan can use to save for their current and future medical expenses. Unlike regular savings and investment accounts,…

A Shortcut to Happiness

Jul 22, 2019
This morning as I listened to the early morning BBC, the words “shortcut to happiness” caught my attention and got me thinking. Apparently there’s a movie with that title about love and a bargain with…

Federal Student Loan Repayment Tips for Recent Grads

Jul 17, 2019
If you graduated from college this year with federal student loans, you may have some repayment decisions to make soon. Here are a few tips to help with those decisions. Find out when you begin repaying…