More Privacy. More Control. Quicker distribution to beneficiaries.

How should you title your assets? This guide will help you understand your options,

Not everyone has dying on their mind when planning ahead for a pet. Unfortunately, it happens more frequently that expected. Plan ahead with these guidelines, and contact with any questions!

When you don’t have an obvious beneficiary for your money…

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?  

Many 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.

Dear Linda, I keep reading that bond yields are spiking. I am curious about what that means. Is it a good or bad thing?

I 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?

The EV charger federal tax credit is back.

The 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.

So 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.

The 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.

Here’s what you need to know about The SECURE Act 2.0 - some of the highlights.

If you inherit an IRA or Roth IRA from a non-spouse (such as a parent), the rules have changed. Here is what you need to know.

Even though you are eligible for Medicare at age 65, you may choose to continue using your employer’s health insurance and saving to an HSA. While nearly everyone assumes that the minute you switch to Medicare is when you should stop contributing to the HSA - it doesn’t work that way. There is a 6-month lookback period when you enroll in Medicare at age 65 or later (not to precede the month of your 65th birthday). Therefore, if you plan on enrolling in Medicare, you have to stop contributing to the HSA 6 months prior or you may have to remove excess contributions, pay a penalty, or amend your tax return.

Don’t panic if you are denied life insurance. Here is a list of your next steps.

Because things are “frozen” in a sense while the divorce process is ongoing, it is a valid concern that your soon-to-be ex-spouse could receive your share of assets if something happens to you. From the law’s perspective, if you die before the divorce is final, your spouse is still considered the surviving spouse even though you were in the middle of a divorce.

Mortgage and auto payments are automatically reported to credit agencies, but rental payments are not. New services, however, are making it easier than ever to report this information. If your landlord gives you the option to report your rental payment history to the three (3) credit agencies - should you opt-in?

Cash has a place in a portfolio, however, too much cash is not a good thing.

Cryptocurrency continues to explode in both adoption and interest. It was only a matter of time until crypto ETFs came on the scene. Are they worth investing in?