Blog
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates. In 2023, the music industry witnessed a groundbreaking shift, as iconic bands like ABBA, KISS, and the Beatles embraced the digital frontier. These legendary acts showcased new...
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement. If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and...
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article. Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where...
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future. In 1964, The Rolling Stones released the hit single, "Time Is on My Side." Who knew they were talking about personal finance? What does it mean to put time on your...
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article. When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current prices for medical procedures can be sobering. How much does a CT scan cost?...
Making Sense Of A Home Warranty
Understanding the value of a home warranty. As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense for...
Introducing the 530A Accounts
An article explaining 530A Accounts. In 2026, families across the United States will gain access to a new financial tool designed to enhance their children's financial futures: the 530A account, commonly known as "Trump Accounts." This account is specifically crafted...
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article. Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and...
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to Assess the...
