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If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered what it is … Continued
freedom with estate planning
Budgeting is very important in order to keep track of and manage your finances, so be sure to do what you can to do it well! Here are some tips on how to help yourself effectively budget. Having someone else to budget with can help out immensely to keep yourself responsible. Whether that person is … Continued
One of the key pillars of financial freedom is saving and investing wisely. By adopting smart saving habits and making informed investment choices, you can set yourself on a path towards long-term financial growth and security. Here are three essential tips from our trusted financial advisors to help you save and invest wisely: Start Early … Continued
No one wants to think about not being here someday. But it will happen. Having an open and productive conversation with your loved ones is essential for creating transparency, trust, and ensuring your legacy goals are understood. By explaining your decision-making process and connecting it to your values, you can foster understanding and provide comfort … Continued
Embarking on a journey towards financial security involves strategic and mindful choices. Here, we delve into five impactful ways to save money from Forbes, each offering a unique approach to bolstering your financial well-being. From maximizing employer benefits and curbing daily expenses to conquering credit card debt, these detailed strategies not only save you money … Continued
Budgeting is a very useful tool when it comes to managing your income. It can be a real trial to wrap one’s head around the usefulness, so here’s some ideas of its benefits. To start, budgeting gets you to become aware of where your money is going. You might think that you already understand it … Continued
Create a Stronger Blended Family Through Estate Planning In the evolving landscape of modern families, blended families have become increasingly prevalent, comprising 52% of couples. For those navigating the complexities of step-relationships, estate planning is not just a legal necessity but a crucial step towards fostering unity and happiness within the family. Understanding the nuances … Continued
The IRS (Internal Revenue Service) has recently announced a significant increase in underpayment penalties, more than doubling the fees from two years ago. This change can have profound implications for taxpayers, potentially leading to substantial fees being added to their bills. In this blog post, we’ll explore the reasons behind the IRS’s decision, the impact … Continued
For Money Savings Monday, we are talking about budgeting. Keeping an eye on your budget is very important for the sake of your future! If you lose sight of it you could end up spending too much for what you have, or end up worrying yourself about if you can afford various expenses! The 50/30/20 … Continued