A Decade Later: 3 Investing Lessons of the Great Recession
5 Financial Steps Before the Year Ends
Your Social Security Check Will Increase in 2018, but Don’t Spend It Just Yet
Disaster Preparation: Don’t Forget Your Financial Information
The Equifax Debacle: Take Steps Now to Protect Yourself
5 Financial Steps for Women Getting Ready to Divorce
Estate Planning: A To-Do List to Get Started
In my work as a professional fiduciary and financial planner, I have seen the chaos and heartbreak that families can suffer when a loved one dies without an estate plan. Tightly knit families get torn apart by fights over assets. Courts get involved in drawn-out processes that leave heirs exhausted. And estates get reduced by federal and state taxes that could have been minimized.
