We are all told to save as much money as possible for retirement, but how much is really enough? For years, experts have relied on the 4%...

Have you ever wondered what would happen to your debts if you passed away before paying them off? Will your loved ones be obligated to...

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary...

A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1)...

The best time to share your family history with loved ones is right now, before the memories are forgotten. Any time your loved are...

It is the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you...

If you are enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into...

In December 2017, Congress passed, and the President signed a sweeping tax reform bill commonly known as the "Tax Cuts and Jobs Act"....

2017 is fading into the rearview mirror. As we all look ahead to 2018, let us consider a few things to watch regarding estate planning,...

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WHO WILL INHERIT YOUR FINANCIAL WISDOM? Many people who inherit wealth or small businesses are at significant risk for essentially...

The U.S. House of Representatives and the U.S. Senate have now passed separate versions of the "Tax Cuts and Jobs Act." The proposals...