As we swing into the second half of 2021, consider this quote from a book first published back in 1954: “A river cannot, we are told, rise above its source. Well, it can seem to...
Improve Your Finances: Why A Digital Detox Can Save You Money
Smartphone usage increased dramatically during the pandemic as more people lost their jobs, were furloughed, or were adhering to stay-at-home orders. While smartphones can provide endless entertainment, they can also be bad news for your...
Five Ways to Financially Empower the Women in Your Life, Including You
According to a recent study, there is a gender gap in financial literacy between men and women. While women reported not knowing the answers to more money and investment-related questions than men, this wasn’t solely...
Protecting What’s Yours After You Pass, Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones to ease their stress during an already difficult time. If you’ve put off...
Planning Inheritances for Your Children
As a parent, it can be difficult to sleep soundly knowing that your children are not financially stable, no matter what their age. That’s why you should start thinking about estate planning. Estate planning is...
Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are Four Areas to Review Right Now
Life has likely felt like a whirlwind since the pandemic started. While adjusting to the resulting life changes, your insurance coverage probably hasn’t been top-of-mind. However, you could be missing out by not reevaluating your...
Personal Money Bias: What We Can Do About It?
In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our...
Protecting What’s Yours After You Pass
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So...
Thinking About Moving Closer to Your Kids? 4 Financial Implications to Consider
Maybe you have a good base of friends where you live now, but your children have moved away. As they continue to grow families of their own, you may consider moving closer to your children...
A Federal Wealth Tax Was Introduced in the Senate. Here’s What Affluent Families Need to Know
Several U.S. senators have proposed new legislation to raise $3 trillion in tax revenue over the next decade. Called the Ultra-Millionaire Tax, the proposed legislation comes in response to the economic turmoil Americans have experienced throughout...