It’s a New Year, and for many people that means a time to regroup and reset. It’s a time to reflect on finances, health, habits and goals – and to visualize what you would like to accomplish in the upcoming year. Most common New Year’s goals include improving health, increasing exercise, and making better financial…

Bringing up the topic of estate planning with parents is something that many people avoid.  It is an awkward, seemingly morbid, conversation to start with aging parents.  You may fear your parents will feel you are invading their privacy, or assessing your inheritance prematurely.  However, it is an incredibly important and necessary conversation to start. “Hey,…

Estate planning is crucial to personal financial management, so it is astounding that a majority of Americans do not have an estate plan in place. Why do so many people avoid this important process in planning for their future? The impact of deciding to not create an estate plan can result in significant court and…

Owning real estate in multiple states is a dream or goal for some, and a reality that others may have already achieved. This means an individual could have their primary residence in one state, and a vacation home, cabin or timeshare in another state. Or they may have primary residence in one state, and rental…

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