Labor Day 2022: 5 Ways to Better Your Work-Life Balance
As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.
Financially Protect Your Loved One With Disabilities: 4 Next Steps to Take
If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.
The Child Tax Credit 2021: What Changes Can Families Expect This Year?
If you have children under 18 in your household, you could be receiving an enhanced tax credit for the 2021 tax year. Here's what you need to know about this one-time change to the child tax credit.
Little to No Gift Budget for 2020? 6 Low-Budget, Handmade Gift Ideas
Millions of people around the world have been financially affected by COVID-19. With the holidays approaching, keep the giving going with these low-cost gift ideas.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
How to Talk to Your Kids About Money
Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.
6 Signs Your Elderly Parents May Need Help With Their Finances
As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
Creating Work-Life Balance When You're "Always On"
Do you feel "always on" and unsure how to escape? Try these tips to create a better work-life balance.
Caring for Older Loved Ones: The Financial & Lifestyle Impact
Your parents took care of you growing up, and now as they grow older, the tables have turned. There can be changes to both your finances and lifestyle, which is why it's important to be prepared.