With the Holidays right around the corner, many of us are busy buying last minute gifts or getting ready to travel which means your debit card may be getting more use than normal. Conveniently manage…
Imagine this. Your ex-spouse is enjoying a fabulous cruise around the world thanks to your generosity following your untimely death. Sound good? No? Well, it’s happened to more than one unfortunate soul, and all because…
When it comes to gifting assets and passing down an inheritance, too often we fixate on the “how,” but don’t consider the “why”. In other words, although the mechanics of making gifts and transferring assets…
A lakeside cabin to enjoy retirement or getaway home to vacation with family is a dream for many of us. Purchasing a vacation property requires considerations that are distinct from buying a primary residence, but…
It’s not a topic that most of us like to think about, but the truth is we should. That topic is an unexpected loss of income because of death or disability, and a sizable portion…
Health insurance is so complicated that many people and businesses would rather stick with what is familiar, even if they don’t like it or fully understand it, than try something new. However, it may be…
