We can help you make a plan to care for your dependents.
The Scary Thing About Getting Married…
In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.
Sticker Shock over the Current Year’s Assessed Home Value?
Every year, homeowners receive notice from the county about their home’s assessed value. It’s usually filed away and we don’t pay much attention to it. Lately though, many people are experiencing sticker shock when they see how much their home has increased in value from 2021 to 2022. You can use this as your annual reminder to do these two things.
Financial Planning Items to Consider When Your Child Turns 18
Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.
Navigating the Free Application for Federal Student Aid (FAFSA)
An interview with a high school teacher about her experience helping students navigate the federal student loan system from start to finish and find out what advice she has for parents and students today.
New Parents Guide to Securing Your Future and Supporting Your Loved Ones
Whether you are planning to become parents soon or further down the road, there are ways to start securing your financial future now to set yourself up for success wherever your life journey takes you.
Where To Start With Estate Settling
Quite understandably, most people have little or no experience in settling an estate. There are a myriad of actions to be accomplished, each one of them important, and no one knows in what order tasks need to be completed, let alone how to weave through the legal dynamics. So what can we do to help?
