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Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition into retirement, Continue reading

Are You Cooking a Big Pot of Spaghetti to Dump on Your Loved Ones – Or Are You Expertly Planning the Preservation and Disposition of Your Estate?

In the event of your untimely death, your beneficiaries are highly dependent on how you planned your estate.

Generally, you have two types of property. First, you have property with a title that says you own it. Second, you have property that has no title — you know you own it because Continue reading

Estate Planning Isn’t Spooky! But not planning can be downright terrifying.

The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning doesn’t have to make chills run down your spine. On the contrary, estate planning is empowering for both you and your family and allows you to live confidently Continue reading