Digital Estate Planning
/Many of us have a plan for our home, 401k, and IRAs in the event of our passing. What about digital assets, such as emails, texts, social media, airline miles, cryptocurrency, music files, and photos?
Read MoreMany of us have a plan for our home, 401k, and IRAs in the event of our passing. What about digital assets, such as emails, texts, social media, airline miles, cryptocurrency, music files, and photos?
Read MoreMany people learn about capital gain distributions when they file their taxes. Rather than wait for the surprise, I show you how to proactively prepare for the tax impact or take action to avoid it.
Read MoreDear Linda, I keep reading that bond yields are spiking. I am curious about what that means. Is it a good or bad thing?
Read MoreIf you have a teenager in your life that is working their first summer job, talk to them about this money strategy.
Read MoreI remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?
Read MoreThe EV charger federal tax credit is back.
Read MoreThe stock market had a rough 2022 with the S&P losing close to 20%. While the stock market and the economy are related and often discussed together, they are not the same thing.
Read MoreSo you've moved jobs a few times, you have a bunch of old employer plans, and you don't know what to do with them. Here are your options.
Read MoreThe stock market is cyclical and subject to periods of volatility. While being told to ‘stick with your long-term investment strategy’ is simple advice, it isn’t always easy. I love incorporating these 4 pictures into meetings – here’s why.
Read MoreHere’s what you need to know about The SECURE Act 2.0 - some of the highlights.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
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