Why We Plan

Do you remember getting your first paycheck and how it felt? Regardless if it was $10, $100, or $1000, there’s a good chance that you felt like a millionaire, even if only for a few minutes. Did you spend it or did you save it? We’ve said it before and it bears repeating. The earlier […]

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Dealing with a Vacation Home

Dealing with a Vacation Home

During Wills and Trusts Administration Wills and trusts administration lawyers often have the opportunity to work with local families who—in addition to planning for their regular home—also have a vacation home to take into consideration during the planning process. While you might think that real estate prices or the vacation home’s location would be the […]

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Keeping the Family Wealth Going

Keeping the Family Wealth Going

You’ve brought them into the world, watched them grow, cared for their needs, spent money on their wants, and regardless of the fact that they are now adults, you still want to take care of your child(ren) once you are gone. Those same feelings may also extend to your friends or the children of your […]

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Paying for a Grandchild’s College

Paying for a Grandchild’s College

Paying for a Grandchild’s College It’s the season of graduations and that means heading to your child or grandchild’s high school or college to watch them cross the stage beaming with accomplishment. If it’s a high school graduation, attendance at a university or technical college may be on the horizon, and for many planning to […]

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Spotting Email Phishing Scams

Spotting Email Phishing Scams

Spotting Email Phishing Scams For some, spotting email phishing scams is a part of daily life. You check your email, see something that’s off in an email, and delete it shrugging it off as another attempt to get your personal data. However, not everyone is privy to the many ways scammers attempt to get your […]

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My Parents are Retiring Soon

My Parents are Retiring Soon

My parents are retiring soon, and I’m thrilled for them! The title says it all, my parents are retiring soon, and I couldn’t be happier for them. After years of hard work, opening businesses, closing businesses, and socking away savings they’re on their way to retiring in full within the next year. I want to […]

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What is Causing All of the Volatility?

Welcome to the Monthly Economic Update, it’s May 1st as of writing this article so welcome to spring! I want to do a few things today. I want to talk about what is causing all of the volatility so far this year, what happened in April, and then I’ll give my outlook for the balance […]

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Taking Advantage of Stretch IRAs

Taking Advantage of Stretch IRAs

Taking Advantage of Stretch IRAs If you weren’t already aware, a huge benefit of an IRA is its capability to generate tax-favored money to beneficiaries. By “stretching” an IRA left to an heir, it can provide pre-tax compound investment returns for the remainder of a beneficiary’s life or even after death. These stretch IRAs can […]

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Q1 2018 Review and Q2 Outlook

Q1 2018 Review and Q2 Outlook

Q1 2018 Review and Q2 Outlook Volatility, which was notable by its absence in 2017, came back with a vengeance in Q1 of 2018. After climbing straight-up in January, the markets cratered in February and March as daily triple-digit Dow swings became the rule rather than the exception. All of January’s gains, and more, were […]

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