Are You Wasting Money? Part One: Housing, Interest, and Transportation
Most of us are guilty of wasting money in one way or another. Often we are so busy that we pay too much for convenience, and we don't...
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May 27, 20153 min read
Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Childr
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult...
Apr 27, 20152 min read
4 Tips for Avoiding a Will & Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...
Apr 20, 20153 min read
What's On Your Worry List?
A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...
Apr 3, 20153 min read
Passion Investing as a Spark to Your Life
Bill Gates, Warren Buffet and over 50% of the Fortune 400's The Richest People in America list have decided to give away their wealth for...
Mar 2, 20153 min read
It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...
Jul 30, 20143 min read
What if Treating Your Children Fairly Means Unequal Inheritances?
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However,...
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