Janice McGarry

6 min read

Financial Planning Tasks for Big Life Transitions

Picture of Janice McGarry Janice McGarry: May 30, 2024

Financial planning is about more than maximizing your money. It's about being prepared for what comes next. Financial planning puts you in the driver's seat, even when life surprises you. Significant transitions like job changes, divorce and...

Financial Planning
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Parents in blue look at their baby and discuss legal guardianship.

4 min read

Legal Guardianship Decisions for Kids: What You Must Consider

Picture of Janice McGarry Janice McGarry: Oct 18, 2023

Of all the decisions you make during theestate planning process, legal guardianship decisions are...

Estate Planning
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