One client I've been working with lost their spouse several years ago. She had all her financial accounts organized, but when it came time to get a...
Digital Estate Planning: Why Your Online Life Needs a Plan, Too
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Women and Finance: Top 5 Financial Challenges Women Face
Published March 15, 2022, by GO Banking Rates Have you ever wondered how to plan your finances as a woman? We took the top five financial...
Start Investing in Your 529 College Plan
Published March 7, 2022, by CNBC If you're eager to jump-start an education fund, you may consider a more significant, upfront contribution to a 529...
Why You Should Include Your Will & Estate in Your Financial Plans
Published March 1, 2022, by CNBC There are some obvious triggers that might prompt you to update your will, such as changes in health or marital...
Four Ways to Maximize Your Equity Compensation
Published March 20, 2024, by CFP Letsmakeaplan While stock options can be a great employee benefit and a good way to build wealth, they also come...
9 Things to Remember When Filing Your Tax Returns
Published February 19, 2024, by TheStreet Tax season brings various tasks and concerns, but one universal aspect is the necessity to collect forms....
Child Support Tracking Hacks: Take Control and Simplify Your Finances
Published December 20, 2023, by OurFamilyWizard According to 2017 data from the U.S. Census Bureau, nearly half of all custodial parents receive...
6 Powerful Year-End Financial Planning Strategies to Finish 2023 Strong
Published November 17, 2023, by TheStreet Despite economic volatility in 2023, you can start your year-end planning now to help ensure your personal...
Year-End Tax Strategies: Last-Minute Moves to Save Big
Published November 14, 2023, by TheMessenger As the year draws to a close, it's time to shift our focus from holiday shopping to year-end tax...
Dividing a Family Business During a Divorce: A Step-by-Step Guide
Published November 7, 2023, by TheStreet When a family-owned business is involved, making sure there is a fair distribution of marital assets,...