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June 6, 2023 in Estate Planning
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them) Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to confusion, potential family disputes, and outcomes that don’t align with your ultimate wishes. Creating a financial strategy that considers...

May 23, 2023 in Estate Planning, Tax Management
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One popular tool that can be used in estate strategies is a living trust. A living trust can provide a flexible and efficient way to manage assets during your lifetime and after your death, but it’s important to understand how it works...

June 6, 2017 in Expenses, Family Money
In my last post, we covered some of the financial trade-offs to consider before you decide to pay off your mortgage on the early side. Still, sooner or later, I hope that payoff day does arrive for you. There are few financial acts more gratifying than ensuring your castle is all your own, free and clear. Before you pop that cork on the bubbly though, it’s important to make sure you...

May 29, 2017 in Expenses, Family Money
We hear this question often: “Should I pay off my mortgage early?” As you’ll hear us say even more often, the answer is, “It depends.” It’s nice to no longer have that monthly mortgage payment, and there’s something satisfying about owning your home outright. That said, if you allocate dollars to paying off your mortgage, you’re essentially ruling out other ways you could be spending, saving or investing that same money. Here...

May 8, 2017 in Family Money
Ah, there’s nothing quite like that new-car smell? It’s so popular, you can even buy it in a can. To me, I’m not sure that’s worth it unless I get an actual new car along with it. That said, given the costs, when it does come time to replace your classic clunker with a shiny (and fragrant) new edition, you may be wondering if it makes more sense to buy...