FINANCIAL LEARNING
Women Should Be Her Own Chief Financial Officer
Over the past two decades, I have specialized in advising women in moments of transition. This has given me the unique opportunity to observe...
Creating A Private Foundation
Starting an organization to pursue your philanthropic passions can add a new level of meaning to your life—as long as you know how to avoid the...
What If You Die Young Protect Your Family In Three Easy Steps
What SBO’s Should Know About Wrongful Termination Lawsuits
Employment discrimination and wrongful terminations are one of the most common types of lawsuits filed against small businesses. These violations...
Retiree FAQ: Is Social Security Keeping Up With Rising Costs
One of the most asked about topics for any retirement planning professional is Social Security. It is one of the most important pieces of income for...
Hiring Picked Up In January
The numbers: The U.S. created a robust 225,000 new jobs in January to get off to a good start in 2020, reflecting surprising resilience in the labor...
These 3 Tax Myths Could Actually Hurt You
With tax season officially open as of Jan. 27, taxpayers may feel a familiar sense of anxiety. In fact, about 1 in 3 taxpayers told Credit Karma Tax...
12 Cheap and Simple Ways to Upgrade Your Life Insurance Policy
Though life insurance policies can often seem like a one-size-fits all financial arrangement, it’s really anything but. Beyond choosing basic policy...
Secure or Not Secure Part II
Is Your Retirement Really SECURE? Part II Written by Conrad Slate Do you know about the new SECURE Act? It’s the one passed by Congress in...
Secure or Not?
Secure or Not? written by Conrad Slate Do you remember when “we have to read it to see what is in it”? Well, we have a brand new law that will make...
Holiday Conversations With Your Children
by Conrad Slate I read a recent article that discussed how to use the time during the holidays to broach your estate plans with your children. It’s...
Retirement Wellness
Retirement Wellness Staying healthy could save you some money. How healthy a retirement do you think you will have? If you can stay active as a...
Your Year-End Financial Checklist
Your Year-End Financial Checklist Six aspects of your financial life to review as the year draws to a close. The end of the year can help remind us...
What Is Cash Value Life Insurance and How Does It Work?
What Is Cash Value Life Insurance and How Does It Work? Life insurance provides a death benefit for the policy's beneficiaries. Life insurance...
3 Lies People Tell Themselves About Estate Planning
3 Lies People Tell Themselves About Estate Planning People tend to avoid estate planning like it’s the plague, but no financial plan can be complete...
What Is Probate and How Can You Avoid It?
What Is Probate and How Can You Avoid It? Probate court can handle the distribution of an estate's assets, but there are ways you can avoid it....
Debunking Common Retirement Assumptions
Debunking Common Retirement Assumptions Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for...
Creating a Retirement Strategy
Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that...
Measuring the Value of a Financial Advisor
Measuring the Value of a Financial Advisor One study asserts that these relationships can make a difference for investors. What is a relationship...
Can You Put Your IRA into a Trust?
Can You Put Your IRA into a Trust? What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no....
Coping with College Loans
Coping with College Loans Paying them down and managing their financial impact. Total student loan debt in America is now around $1.6 trillion....
Ways to Repair Your Credit Score
Ways to Repair Your Credit Score Steps to get your credit rating back toward 720. We all know the value of a good credit score. We all try to...
Cash Flow Management
Cash Flow Management An underappreciated fundamental in financial planning. You’ve probably heard the saying that “cash is king,” and that truth...
Insurance Needs for Empty Nesters and Retirees
Insurance Needs for Empty Nesters and Retirees Thinking about coverage as you enter a new phase. With the children now out of the house, financial...
What if You Get Audited?
What if You Get Audited? What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the...
Reducing the Risk of Outliving Your Money
Reducing the Risk of Outliving Your Money What steps might help you sustain and grow your retirement savings? “What is your greatest retirement...
Cybersecurity
Cybersecurity Protecting yourself from potential calamity Cybercrime affects both large corporations and private individuals. You’ve likely read...
Think You Don’t Need Disability Coverage?
Think you don’t need disability coverage? Think again. We draft a will and estate plan and purchase life insurance. Few of us consider disability...
Will You Avoid These Estate Planning Mistakes?
Will You Avoid These Estate Planning Mistakes? Too many wealthy households commit these common blunders. Many people plan their estates diligently,...
The High Cost of Health Care
The High Cost of Health Care A financial strategy can take health care costs into account. One of the most ubiquitous aspects of social media in...