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. […]
Spring Cleaning Your Estate Plan
March 20th, 2019 marks the star-studded first day of spring in the Northern Hemisphere. There are numerous ways to celebrate this astronomical event such as taking a walk, planting a garden, watching NCAA basketball March Madness, or, our favorite – spring cleaning. Spring cleaning means to spruce up and organize your home and personal items; […]
Safeguarding Your Green this St. Patrick’s Day
Did you know that 32 million Americans come from Irish descent? March 17th marks St. Patrick’s Day; a celebration of St. Patrick, the priest who introduced Christianity to Ireland and Irish culture. Such celebrations come with a price-tag, as holiday spending increases annually. This year, with St. Patrick’s Day falling on a Sunday, the participants […]
International Women’s Day: Estate Planning for the Modern Woman
International Women’s Day, an annual holiday every March 8, celebrates the power of women and pays homage to the many hats that women wear each day. Boss, partner, mother, wife, peace maker, breadwinner, etc. are all titles that apply. In fact, according to the 2018 Financial Wellness Census of Prudential, more than half of American […]
