No tax benefit for your charitable giving? Here are 2 workarounds.

3 Tax Mistakes I Saw This Year [video]

This guide will help you evaluate a property’s potential and get started with real estate.

Combining all of their money the day after they say "I do" doesn't make sense to everyone. Here's a quick yours, mine, ours strategy that I have set up for clients.

I don’t sell annuities. I don’t recommend them for the vast majority of my clients although there can be cases where it makes sense.

That being said, I have reviewed a lot of annuities over the years. Most people don’t understand what they have and how to begin evaluating them.

This video will help.

Everything you need to know about Required Minimum Distributions (RMDs).

The 3 Biggest Mistakes I see with DIY Financial Plans

Can money buy happiness? Here is the better question.

Credit Card Safety Tips

Freeze your credit. Here is why and how it is different than a lock.

Next up - Venmo scams. This is my series on identity theft prevention and cybersecurity.

Protect yourself from QR Code Scams

Financial steps to take before the wedding.

I want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?

More Privacy. More Control. Quicker distribution to beneficiaries.

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

Many people expect that a family member or friend will care for their pet if something happens to them. While that would be an ideal situation, sometimes the owner has reasons to believe that will not be possible.

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?