Financial Moves When Faced with Terminal Illness
A terminal illness brings many hard moments. Along with medical care and family time, there are also important financial tasks to think about. Taking care of these early can ease…
6 Overlooked Financial Opportunities for People with Disabilities
Financial planning looks different for everyone. For individuals living with disabilities, there are important opportunities and protections built into the system that many people don’t fully understand. If you or…
Financial Planning VS Investing: Why You Need Both
It’s easy to think that investing is financial planning. After all, if your money is growing, you must be doing something right… Right? Not exactly. While investing is an important…
Teaching Wealth: Financial Lessons to Share with the Next Generation
Wealth is not just about what you accumulate. It is also about what you pass on. For families who have built significant assets, preparing the next generation to manage wealth…
The Forgotten 401k Problem
https://vimeo.com/779282217 The forgotten 401(k) problem 401(k) is one of the popular retirement savings accounts for Americans. It is a great tool for saving money in a tax-efficient way. However, many…
Investments for Your Children: 529 Plans and ABLE Accounts. By Lee Kramer
https://vimeo.com/754301495 Should you consider 529 plan or ABLE account for your child with a disability? Parents want to do what is best for your child. Of course, you want to…
Digital Assets and Your Estate
http://www.youtube.com/embed/Jk2LSkuyjLw Defining Digital Assets Digital assets can be loosely defined as any online or electronic records, art, images, emails, creations, files, accounts or subscriptions that are owned by an individual.…
Charitable Giving through Estate Planning
http://www.youtube.com/embed/l5nobXLR-Rc Everyone has his or her own idea of what creates the ideal legacy. For some, it’s all about providing handsomely for heirs but for others, it’s also about leaving…
What to Do When a Loved One Dies
http://www.youtube.com/embed/JmQPdvrlcHY Dealing with the death of a friend or loved one is never easy, but when you add in the complications of dealing with their property and accounts, it becomes…
Beneficiary mistake #6: Gifting away tax benefits
https://www.youtube.com/embed/MsHqG92jAvI Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
