Are you making the most of your charitable contributions? Donor-advised funds (DAFs) could be the answer, offering significant tax benefits and the flexibility to support various causes over time.
Regularly reviewing your credit report is crucial for maintaining financial health. It provides insight into your financial behaviors and can help you spot fraud early. Keeping an eye on your credit helps ensure you’re ready for life’s big decisions.
Explore the potential benefits of refinancing high-interest debt. This strategic financial move could lower your payments and help you manage your budget better, offering a clearer path toward financial stability and independence.
Feeling overwhelmed by market noise? Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.
The job of financial planning is to help prepare your finances for the challenges and opportunities that lie ahead, even if one of those challenges is a terminal illness. Here’s guidance on steps you can take to get your affairs in order should you face that diagnosis.
Special needs trusts are a way family and others can help provide for the needs of a disabled individual while protecting their access to government benefits.
Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters. Here are some things to consider to ensure as much comfort, safety, and peace of mind as possible.
If you plan to leave assets or money to your children when you pass away, take time now to consider whether placing that inheritance in a trust may offer them protection.
While you may be in good health today, life doesn’t always go as planned, so it’s a good idea to put a POA in place as a general precaution. Without one, your loved ones can face unnecessary stress and hardship.
Knowing exactly what to do when a spouse or parent dies can be difficult, but mistakes and oversights can be costly or lead to serious problems down the road. This checklist will help ensure you know what to do when a death occurs.
Because your estate is continuously changing and the circumstances that affect your estate can shift over time, it is important to keep a close watch on your estate plan and make adjustments as needed. This checklist can help you cover all the bases.
Reviewing the beneficiary designations for your life insurance and retirement accounts is an important part of estate planning. If you are not careful, your money could easily fall into the wrong hands or be subject to probate.