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Why Estate Planning Is the Best Use of Your Tax Refund  When that extra bit of money from your tax refund lands in your bank account, (kind of feels like Christmas, doesn’t it?) it’s easy to start dreaming about all the ways you can use it. Financial experts may tell you that it’s a chance to…

3 Estate Planning Documents Your Parents Need Right Now Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how you…

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This As parents, you’re hardwired to prioritize your children’s well-being above all else. You work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and…

This New Law Makes It Easier to Save for Retirement and Pay Off School Loans at The Same Time Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on…

Want to Show Your Partner How Much You Love Them? Put Them In Your Will Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our…

Two Conversations About Money and Death You Need to Have With Your Parents Right Now If you’ve given any thought about estate planning, you probably associate it with preparing for death. However, did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer…

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance…

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions,…

Your Most Important New Year’s Resolution: Creating a Kids Protection Plan As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan™.  It can be hard to think about a future where you couldn’t be there…