[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_empty_space height="30"][vc_column_text] Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together [/vc_column_text][vc_empty_space height="30"][vc_column_text]As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_empty_space height="30"][vc_column_text] How the SECURE 2.0 Act Changed 529 Plans [/vc_column_text][vc_empty_space height="20"][vc_column_text] Changes to 529 Plans in the SECURE 2.0 Act [/vc_column_text][vc_empty_space height="20"][vc_column_text]The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_empty_space height="30"][vc_column_text] Health Savings Accounts: Pros, Cons, and Retirement Considerations [/vc_column_text][vc_column_text]What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_empty_space height="30"][vc_column_text] Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them) [/vc_column_text][vc_column_text]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...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] 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...

[caption id="attachment_3045" align="aligncenter" width="576"] Dominic with the junior team.[/caption] My son Dominic has been a Junior Firefighter for over a year and a half now, but he moves to Volunteer Firefighter status on his 18th birthday – today! Have you ever wondered what it takes to...

[caption id="attachment_1232" align="aligncenter" width="408"] Hidden Money[/caption] Your favorite sweatshirt. An unfinished paperback. That doggy bag left on the table. Small losses when they go missing, but don’t you just hate that sinking feeling when you realize they’re gone? As our financial holdings accumulate and our memories...