How to protect your financial future during a divorce When should I hire a lawyer? Does one of us need to get a new financial...
Retirement
The ‘Happily Ever After’ Financial Plan:
Let’s face it. When it comes to wedding planning, there’s no shortage of decisions to be made– from venue selection and guest...
Quarterly Economic Review 2nd Quarter 2024
While You’re on Vacation This Summer, Your Portfolio Will Be Hard at Work It’s that time of year again. Snowbirds are heading...
Navigating Financial Waters: A Guide to Smart Financial Planning for Young Adults
Whether you are in your teens, twenties, thirties, or beyond, having a financial plan in place can provide clarity, direction,...
8 Things You Should Know About Social Security
As you approach retirement age, you will have some important decisions to make about when you (and your spouse, if applicable)...
A Financial Fresh Start for 2024
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Managing the Emotional Aspects of Retirement
While most of us (to a greater or lesser extent) plan financially for retirement, we often don’t think to devote the same amount...
Year End Reminders
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Being strategic: the triple-tax benefits of a Health Savings Account
A Health Savings Account (HSA) is a triple tax-advantaged savings account designed to help individuals and families with a...
BLBB Life Organizer
This document helps you organize your personal information. Your estate administrators (executor, power of attorney, trustee)...
Maximize Your Charitable Giving Tax Benefits
It’s a new year and a new opportunity to make an impact on your community. With recent 2023 IRS updates, it’s a good time to...
Think Before You Withdraw
Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a...