10 Jun Debt Optimization Strategies
To help improve your financial situation, you might consider reducing your debt. Before starting any debt payoff strategy (or combination of strategies), be sure you understand the terms of your...
estate planning Tag
14 Apr Famous People Who Died Without Proper Planning
The importance of proper estate planning cannot be overstated, regardless of the size of your estate or the stage of life you're in. Nevertheless, it's surprising how many American adults...
14 Apr Creating Your Own Operation London Bridge
"London Bridge is down." On September 8, 2022, those words were reportedly used to launch what were arguably the most complex end-of-life proceedings the world had ever witnessed: the funeral...
01 Feb SECURE 2.0 Act of 2022
Retirement Investors Get Another Boost from Washington Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and signed by President Biden December 30th, were several provisions...
13 Aug Avoiding Probate
Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law governs the proceedings in the...
12 Aug Should You Consider Tapping the Equity in Your Home?
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but...
12 Aug Preparing for a Natural Disaster
Most areas in the United States are susceptible to some form of natural disaster, whether it's a wildfire, tornado, hurricane, earthquake, or flood. A severe storm or other catastrophic event...
11 Aug Do You Have a Will?
A 2021 Gallup poll found that only 46% of U.S. adults have a will — similar to the results of other Gallup polls over the last 30 years. It's not...
10 Aug Food Inflation: What’s Behind It and How to Cope
As measured by the Consumer Price Index for food at home, grocery prices increased 3.4% in 2020, a faster rate than the 20-year historical average of 2.4%.1 More recently, food inflation...
10 Aug Three Things to Consider Before Buying a Vacation Home
The arrival of the COVID-19 pandemic in 2020 led to a surge in demand for vacation/second homes — mainly spurred by government shutdowns and stay-at-home advisories. Whether working remotely, attending...