While saving is the foundation of financial stability, investing is what can help your money grow significantly over time. But how, exactly, do you go about investing your savings—especially if you’re under 18?

Hoping to travel soon? Do you know if your health insurance covers you when traveling abroad? It’s important to know and here’s why.

Many of our clients have come to us over the years with the same question—should I buy a vacation home or just continue to rent?

While earning a paycheck is exciting, it can also be an excellent time to consider opening a Roth IRA and contributing a portion of their summer earnings.

Newly Married or Soon to Be? Finances should be part of your planning.

Life’s big moments present an opportunity to talk through their impact on your life, weddings are one of those moments!

A growing family, by definition, means growing financial obligations.

New stage of life.. new financial risks to consider.

Do your insurance needs stay the same when the nest empties?

A look at birthdays OVER 50 that have implications regarding your retirement income.

When was the last time you reviewed your beneficiaries?

Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.

Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?

You have until April 15, 2025 to make a 2024 IRA contribution.

Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As our nation ages, many Americans are turning their attention to caring for aging parents.

What to do now to stay in your own home as you grow older.