It is important for women to take care of themselves through financial and estate planning designed to provide for their own future needs.
After a long, cold winter, many of us — from the young and to the more mature — are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at home.
It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also been some recent developments that may impact your retirement planning.
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones.
We are writing in regard to the recent Supreme Court decision, Dobbs v. Jackson Women’s Health, issued on June 24th and how it may impact the LGBTQ community.
In the midst of the trauma of divorce, few couples are thinking first (or at all) about their estate planning. But it is very important that your planning be reviewed by your team of advisors, possibly including your attorney, your financial advisor, your insurance professional, and your CPA. All aspects of your financial situation will…
Have you ever considered what happens to your family pictures and all of your other digital assets after you die? It seems that traditional photo albums are fast becoming a quaint practice of earlier non-digital generations. Today, most holidays, summer vacations, travel, graduations, weddings, and other important events are memorialized in digital photos and video…
In the midst of the trauma of divorce, few couples are thinking first (or at all) about their estate planning. But it is very important that your planning be reviewed by your team of advisors, possibly including your attorney, your financial advisor, your insurance professional, and your CPA. All aspects of your financial situation will…
As American culture changes, an increasing number of unwed couples have questions about how to do estate planning. Planning for an unwed or same sex couple is not the same as planning for two singles. And under most laws in the United States, a “civil union” is not the same as marriage. Married couples enjoy…
Last week, the IRS announced it will recognize same sex marriages for all federal tax purposes, regardless of where the couple lives (or dies). In other words, if a gay or lesbian couple is legally married and move to or returns to a state that does not recognize same sex marriage, they will still be…