Insights

 

4 min read

What Gifting Stocks Can Mean for Your Tax & Estate Plans

There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual funds, etc.). Perhaps you are considering gifting stocks to younger relatives to help themlearn about managing investments. Or, you may be primarily...

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A retired couple cooking healthy food and talking about a bottle of red wine. Tax-efficient retirement.

3 min read

Tax Planning Strategies for a Tax-Efficient Retirement

Retirement should be one of the least stressful periods of your life. You deserve to enjoy those...

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Happy couple walking down a country road with their bulldog. Crypto Crash

3 min read

Crypto Crash Lessons: Don’t Invest What You Can’t Afford to Lose

2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic...

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A teenager smiling from the driver’s seat window in a blue car. New driver car insurance.

4 min read

5 Things to Know When It’s Time for New Driver Car Insurance

For the new driver in your family, getting their driver’s license is probably a thrilling rite of...

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Guests throw confetti over the bride and groom as they walk past after their wedding ceremony. Joyful young couple celebrating their wedding day and embarking on their estate planning and marriage journey.

3 min read

Estate Planning and Marriage: Considerations for Couples

People often wonder how they should approach estate planning when they’re married. Should both...

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A father helps his son tie his shoe and considers estate planning and children.

3 min read

Estate Planning and Children: What Parents/Guardians Can Do

Estate planning and children go hand-in-hand. The birth of their first child is often the event...

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Four smiling friends at an outdoor restaurant clinking pints of beer. Restaurant cybersecurity.

3 min read

Restaurant Cybersecurity: Costly Risks for Restaurant Owners

A lot of things need to go right in order for your restaurant to succeed. You need asolid business...

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A family sitting on a leather couch smiling and hugging a young mom with a terminal illness.

4 min read

Estate Planning Checklist When Managing a Terminal Illness

After you or a loved one has been diagnosed with a terminal illness, you probably don’t want to...

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A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions

3 min read

What Kind of Assets Make the Best Charitable Contributions?

Everyone has their own reasons for choosing the organizations they support with charitable...

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Youthful Black woman reviews essential estate planning documents.

3 min read

Essential Estate Planning Documents That Most People Need

What would happen if you were in a terrible accident today and landed in the hospital, seriously...

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