June 27, 2018

Trusts are often associated with end-of-life planning to ensure assets are managed and held for another person’s benefit. They’re used to ensure assets are distributed exactly the way you want. They can help avoid the headache and expense of probate court, provide prot...

June 22, 2018

Almost 60% of Baby Boomers admit being behind in saving for retirement, and there are untold others who don’t even know where they stand.

So if you’ve procrastinated you are not alone, but there’s hope. Here are some tips for catching up, even if you are off to a late...

June 22, 2018

Question:

My husband moved out of the house six months ago. I don’t think I can afford to buy him out, and so I am considering moving into the rental condo we have, which means we’d sell our house. But my husband thinks that I should stay in the house until our son leav...

June 22, 2018

Going through a divorce is stressful, and that stress can have a serious impact on your health. The greater your stress, the worse your health becomes. The worse your health becomes, the more costs you face related to your health and the lower quality of life you exper...

June 12, 2018

With the Tax Cuts and Jobs Act (TCJA) over five months old, many families are still getting a feel for how it will impact them personally and what changes they may want to make under the new legislation. Here are a few potential issues to consider.

Charitable giving: Un...

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