Charitable giving through the passing assets today and after your death is a process that requires correct planning and execution. Legacy planning should always be a team effort involving an attorney, tax specialist, and financial professional.
For most of us, when thinking of wealth, we think about having lots of money, a big piece of land, material things, or multiple real-estate properties that may increase its value. All of these can lead to the accumulation of wealth you can’t measure.
Tax season may be long forgotten for some Americans as the tax-filing deadline has come and gone for 2021. Even if you filed on time, a mid-year tax review is a great time to evaluate your current tax situation to help avoid any tax-related surprises next spring.
June 28th is National Insurance Awareness Day. This prompts the question; are adequately covered? As we approach this holiday, it is a great time to assess your life insurance coverage and evaluate your risk. It’s never too late to strengthen your current coverage.
Did you know that June is Home Ownership Month? Now is a great time to celebrate the benefits that homeownership can bring to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month looks a little different. Here’s why:
Men’s Health Month and Father’s Day are all celebrated in June, allowing you an opportunity to celebrate the men in your life—or yourself! Here are the reasons why you should pay attention to these special events:
Created by the National Committee on Pay Equity (NCPE) in 1996, Equal Pay Day highlights the gap between men’s and women’s wages. This gap often requires women to work longer than men for the same amount of pay. As a result, women may struggle financially or find themselves reliant on others to meet their financial goals.
It’s important for everyone, including women, to make smart financial decisions that steer them toward financial success. When women thrive financially, they may feel less financial stress leading to independence and the ability to accomplish various short and long-term goals. Here are several tips for empowering women in order to make better financial decisions for yourself:
Oh, sweet, summertime. Summer is here, and we are ready to get outside! As every state is typically warm, it’s time to enjoy this summer as we officially rise from our winter dazes. Now that getting fresh air is top of mind, here are activities for kids, pre-teens, and teens for the whole family to enjoy!
Life insurance is a significant addition to your portfolio that help can protect your loved ones. And your beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance can reduce the financial burden they may face. Let’s take a closer look at how life insurance works and what to consider