How To Create An Estate Plan (That Actually Works!)
How often have you seen something go completely sideways with a friend or relative’s estate plan? When this happens, you might be thinking: It won’t happen to me. This is one of the most dangerous mindsets because it doesn’t push you to be proactive. Instead, it leaves you lying in wait, hoping that things will […]
How an Election Year Affects Your Investment Strategy
Let me know if this sounds familiar: Your Facebook News Feed has blown up with messages like “The sky is falling! If my chosen candidate doesn’t win, the markets are doomed, and so are my investments!” Elections tend to bring out the more emotional sides of our personalities. A presidential election year especially can cause […]
Four Ways to Ensure You’re Ready for Next Year’s Taxes
If you are like the majority of people, tax season puts you in a bad mood, and you just want to get through it. If you have a negative view of taxes, it may be because you face some less-than-optimal decisions when tax season comes around. Now is the time to start making changes so […]