The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some...
Read MoreWhen you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask...
Read MoreMarriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if any changes are in order, as well as consider new...
Read MoreThe uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute,...
Read MoreDo you have loved ones that rely on you, whether physically, emotionally, or financially? If so, do you have a life insurance policy in place to protect them in the future? Buying a life insurance policy is no easy task; but, if you...
Read MoreHow many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order...
Read MoreMany people include their finances in their new year's resolutions but frequently struggle to figure out where to start. Organizing your finances can seem like a daunting task, but it doesn't have to be! Below are five easy ways to get...
Read MoreEnd-of-the-Year Money MovesHere are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a...
Read MoreA practical financial checklist for the future. When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that...
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