Investing In The COVID-19 Climate with Danny Lacey
With today’s market volatility and the economic slow down everywhere, it always leads to the question, is now a good time to invest? Or is now a good time to…
Tax savings after 70
https://www.youtube.com/watch?v=7O2B70S5bCw&feature=youtu.be The Congressional Joint Committee on Taxation estimates that almost 90% of taxpayers will use the standard deduction when they file their taxes this April 15thdue to the increased standard…
End of Life Decisions- Advance Directives
http://www.youtube.com/embed/MWZ7XWqyTTg End of Life Decisions- Advance Directives No matter how much control we exert over our day-to-day lives, there may come a time in each of our futures when we…
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.…
Making a Financial First Aid Kit
http://www.youtube.com/embed/j1FEYlXOKFY Disaster preparedness is a practical step everyone should take to keep themselves and their family safe during all kinds of emergencies. And while having water, canned goods, and medical…
Preparing for Diminished Capacity
http://www.youtube.com/embed/IVQgNrsSjjM No one wants to think about a time when they may not be able to make their own financial decisions, but the truth is that we could all be…
Eight Tips for Keeping Financial Records Safe and Organized
http://www.youtube.com/embed/pYXKjqhYWGI If you want to have good control of your finances, keeping good records is one of the first steps. If your records are disorganized, they’re not going to be…
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…
Beneficiary mistake #5: The empty estate
http://www.youtube.com/embed/eDeXDnnjm9c 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…
How Long to Keep Financial Documents and Statements?
https://www.youtube.com/embed/q2FMeOXO2Ls If you’re like many of us, you’ve got a few boxes of financial records that you’d probably like to get rid of. From old bank, credit card and loan…
