Special Planning for your Special Needs Child
Caring for a loved one with special needs has a profound effect on the day to day life of a family. This often leaves little or no time to contemplate what may happen when you, as the parent, are no longer able to provide the care they need. Providing for a loved one with a […]
Father Knows Best…Hopefully When it Comes to Finances
Daddy, Papa, Ahv, Oto-san, Tata, Ba. However you say it, they all mean the same thing. Dad – the guy the whole family relies on to be grounded, strong, and financially secure. Insect-killer is also an added plus. When you are a father with young children, you need to take special care of your estate […]
Protecting Seniors from the Summer Heat
May is the month for health and wellness. With summertime right around the corner, many of us envision long lazy days, relaxation, lounging in the pool, or attending some barbeques. Yet for seniors the heat waves are potentially a deadly hazard. Not surprisingly, seniors account for a disproportionate number of heat-related hospitalizations and deaths. Part […]
Congratulations Grads! Top 10 Tips for Financial Freedom
College graduation is truly a joyous event. Grads get to enjoy the fruits their labor, wear the hat of success, and fall privy to older adults dispensing all kinds of life advice. We would like to join their ranks and provide you with some tips to feeling free, financially that is. Having a plan in […]
Financial Tech Support for New Moms and Dads
Congratulations! Becoming a new parent is the biggest hurdle you will conquer. If baby is on the way, you are busy prepping, planning, and imagining your new life. If baby is already here, you are likely reading this article in the middle of a sleepless night. You may be wondering, “what did I used to […]
Combat Financial Villains with the Right “Super” Powers
The upcoming release of the new film Avengers: Endgame, is a reminder of the legacy of comic book icon Stan Lee. On November 12, 2018, comic icon Stan Lee passed away at age 95. His influence across entertainment and comics spread far and wide, but it was at Marvel that he built his reputation and career. Stan […]
Don’t Turn your Estate Plan into an Easter Egg Hunt
Easter egg hunts are a great family activity that occur each spring. The kids have a blast searching for small plastic treasures laden with goodies. Although everyone can attest to a good scavenger hunt, the fun of searching ceases later on in life, when kids need to hunt for important estate planning documents once you […]
Surprises in the Tax Cuts and Jobs Act
Although the Tax Cuts and Jobs Act of 2017 (“TCJA”) may be old news by now, many of the effects will only be felt this year when filing your taxes for 2018. Below is a list of changes that affect individuals and their families, along with changes in how your business will be taxed. Although […]
Saluting All Single Moms
We would like to make a toast to all single moms (and single dads) for taking on the hardest job ever – raising children! A single parent shares the same hopes and worries about their child’s future as all parents do, but with less support and more sleepless nights. Like it or not, managing your […]
Tis the Season for Tax Fraud
The Tax Cuts and Jobs Act (TCJA) of 2017 allow people who were previously unqualified to file an income tax return now eligible to do so. Why? The TCJA increased and decreased several types of tax deductions, which in turn can increase or decrease an income tax return. This impacts the elderly population as well. […]
