Estate Planning

Which is better? A Roth or traditional IRA? Keep your answer in mind because we will get back to your answer in a bit. Oh, …

The primary purpose of a revocable living trust is to manage and distribute a person’s assets during their lifetime and after death. The revocable trust …

We are asked to provide a beneficiary, and even a contingent (secondary) beneficiary, for our life insurance, retirement accounts, brokerage and bank accounts, and more. …

Unless something strange happens, the election has decided America’s next president. This blog works hard to stay apolitical. I vote and suggest you do the …

In a world where barely half of all marriages survive, my mother and father got married and stayed married. They were faithful to each other from the beginning to the end. The odds were stacked against them every step of the way. Poverty threatened, medical issues with their child they loved so dear. Against all odds my dad never stopped loving his family, especially my mother, his wife.

The home is often the largest hard asset people own. The right time to sell your home requires you to consideration several factors.

Are you thinking about selling your home but unsure about the right timing? Don’t worry, you’re not alone. Knowing when to sell your home can be a daunting decision, but it can have a significant impact on your selling price and overall success. In this article, we will explore the perfect timing for selling your home and provide you with the insights you need to make an informed decision.

I am of the firm belief you can learn something from every situation, from every event you attend. With this in mind, I decided, after years of avoidance, it was time again to check out what happens behind the closed doors of the free dinner invitations.