The Great Wealth Transfer’s Great Impact on Women
Did you know that $124 trillion is projected to transfer by 2048 according to a Decem...
5 Key Estate Planning Items to Address
As we prepare to celebrate National Estate Planning Awareness Week, let's review thes...
Gray Divorce and Its Financial Impact
Have you heard of the term "gray divorce?" It refers to the trend of rising divorce r...
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs can be extremely difficult to understand due to the SECUR...
The Great Wealth Transfer Has Arrived
The Great Wealth Transfer is here and will continue to evolve over the next two decad...
What Happens to Your 401(k) When You Die?
If you have a significant other, children, grandchildren, or other family members who...
Financial Checklist After the Death of a Spouse
A lot can get put on the surviving spouse's plate when their spouse dies. We're hopin...
What Is a Living Trust and Do I Need One?
How could a living trust be utilized as a key part of your personal estate planning s...
Don’t Give Your Grandchildren Money … Give Them the Gift of Learning About Money
Shane Barber shares how giving your grandchildren the gift of financial education is ...
What Happens to Debt When Someone Dies?
When a loved one passes away, most heirs are concerned about what will happen to thei...
5 Estate Planning Documents That Everyone Needs
As we celebrate National Estate Planning Awareness Week, let's review these five esta...
How to Build Generational Wealth
Did you know that we're in the midst of The Great Wealth Transfer? Let's talk about t...