The rise and fall of the summer “blockbuster” is a fascinating science. It all began...
What About an Estate Plan for Dad?
Father’s Day is a great time to reflect back to old memories with Dad. Remember...
Weathering Financial Storms During Hurricane Season
Hurricane season has officially arrived, and many parts of the country will be hit by...
Special Planning for your Special Needs Child
Caring for a loved one with special needs has a profound effect on the day...
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...
Protecting Seniors from the Summer Heat
May is the month for health and wellness. With summertime right around the corner, many...
Congratulations Grads! Top 10 Tips for Financial Freedom
College graduation is truly a joyous event. Grads get to enjoy the fruits their labor,...
Financial Tech Support for New Moms and Dads
Congratulations! Becoming a new parent is the biggest hurdle you will conquer. If baby is...
Combat Financial Villains with the Right “Super” Powers
The upcoming release of the new film Avengers: Endgame, is a reminder of the legacy...
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...
Surprises in the Tax Cuts and Jobs Act
Although the Tax Cuts and Jobs Act of 2017 (“TCJA”) may be old news by...
Saluting All Single Moms
We would like to make a toast to all single moms (and single dads) for...
Tis the Season for Tax Fraud
The Tax Cuts and Jobs Act (TCJA) of 2017 allow people who were previously unqualified...
Spring Cleaning Your Estate Plan
March 20th, 2019 marks the star-studded first day of spring in the Northern Hemisphere. There...
Safeguarding Your Green this St. Patrick’s Day
Did you know that 32 million Americans come from Irish descent? March 17th marks St....
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...
Estate Planning for the Modern Family
Families of the 21st century are nothing like the traditional families of the 1950’s. According...
The Great Migration: How Snowbirds Can Maximize their Florida Living
One unique feature of winter in Florida is the arrival of the snowbirds. “Snowbirds” is...
5 Ways to Say “I Love You” on Valentine’s Day
Valentine’s Day is usually celebrated with chocolates or flowers. Possibly a present. We tell the...
Who’s a Good Boy?: Estate Planning for Your Pets
February 20th is officially “National Love Your Pet Day.” This is a day for toys,...
Senior Scams: How to Safeguard our Loved Ones
In April 2018, U.S. Senator Susan Collins wrote a column on senior scams, stating that...