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MONEY notes
Financial Planning for Same-Sex Couples
When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial planning playing field that previously had been tilted heavily in favor of married couples compared to civil unions. Suddenly a wealth of...
Preventing Financial Fraud/Theft While Traveling
Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a vacation. Travel bookings and online searches for airfare and hotels are surging. As we ease back into traveling, we wanted to offer some...
Funding a Side Business
It’s perhaps the one silver lining that’s emerged from the cloud of last year’s COVID lockdowns—the realization of just how untethered many of us can actually be from the traditional office workplace. Technology has not only freed us from the normal 9 to 5 office...
Higher Education Funding
What’s your most pressing long-term financial concern? For most Americans, saving enough money for a comfortable retirement will likely top the list. Often, however, their #2 concern will be funding a child’s or grandchild’s education. It’s not surprising when you...
Trusteed Cross-Purchase Buy-Sell Agreements
Trusteed Cross-Purchase Buy-Sell Agreements Options for businesses with multiple shareholders Cross-Purchase Buy-Sell Agreements are one of the cornerstones of business continuity planning for shareholders or partners of privately-owned businesses. Traditional buy...
Quarterly Economic Review – 1st Quarter 2021
Thanks to vaccination efforts around the country and the world, 'slowly getting back to normal’ is one of the overarching themes for the first quarter of the year. At the time of writing this update, the U.S. had just surpassed the 100 million vaccination milestone...
MONEY notes
Financial Planning for Same-Sex Couples
When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial planning playing field that previously had been tilted heavily in favor of married couples compared to civil unions. Suddenly a wealth of...
Preventing Financial Fraud/Theft While Traveling
Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a vacation. Travel bookings and online searches for airfare and hotels are surging. As we ease back into traveling, we wanted to offer some...
Funding a Side Business
It’s perhaps the one silver lining that’s emerged from the cloud of last year’s COVID lockdowns—the realization of just how untethered many of us can actually be from the traditional office workplace. Technology has not only freed us from the normal 9 to 5 office...
Higher Education Funding
What’s your most pressing long-term financial concern? For most Americans, saving enough money for a comfortable retirement will likely top the list. Often, however, their #2 concern will be funding a child’s or grandchild’s education. It’s not surprising when you...
Trusteed Cross-Purchase Buy-Sell Agreements
Trusteed Cross-Purchase Buy-Sell Agreements Options for businesses with multiple shareholders Cross-Purchase Buy-Sell Agreements are one of the cornerstones of business continuity planning for shareholders or partners of privately-owned businesses. Traditional buy...
Quarterly Economic Review – 1st Quarter 2021
Thanks to vaccination efforts around the country and the world, 'slowly getting back to normal’ is one of the overarching themes for the first quarter of the year. At the time of writing this update, the U.S. had just surpassed the 100 million vaccination milestone...