As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues …
If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so we have a pretty good idea of how people choose …
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren’t, you should be. Your home is usually one of your biggest expenses and the source of a …
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things …
Like almost everyone else, our family is staying home right now and physically staying away from really anyone else outside the family. I feel incredibly blessed that we moved out of the city to the place where we want to …
If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean …
If you are considering divorce or in the process, you may be wondering if spousal maintenance will be part of your financial plan for the future. Spousal support, alimony and maintenance usually mean the same thing, and may be used …
Ask around to any of your friends and someone is always talking
about becoming a landlord. It’s also a topic that comes up with a lot of
clients in our financial planning practice. Some are unwilling landlords
because they can’t …