Blog
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...
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a...
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses. Only 47% of Americans have completed home a inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in...
Alternative Investments – Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity. Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are...
