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bret182
May 16, 20244 min read
A Gift of Peace and Power for Every Parent
Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you...
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bret182
May 9, 20246 min read
Here’s What You Should Know About A Will
Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place. ...
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bret182
May 3, 20245 min read
What Happens To Your Social Media Accounts When You Die?
Ever wondered what happens to your social media accounts after you pass away?
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bret182
Apr 25, 20245 min read
Why Estate Planning Is the Best Use of Your Tax Refund
So you got a tax refund this year.While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an ev
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bret182
Apr 17, 20245 min read
Helping Your Teen Navigate Cryptocurrency
In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of cryptocu
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bret182
Apr 11, 20245 min read
How DIY Wills and Trusts Offer a False Sense of Security
You’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will,...
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bret182
Apr 4, 20244 min read
How To Protect Your Legacy In a Blended Family
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...
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bret182
Mar 19, 20245 min read
3 Estate Planning Documents Your Parents Need
As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very...
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bret182
Mar 8, 20244 min read
13 Ways to Show Your Finances Some Love This Year - Part 1
While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions...
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bret182
Feb 29, 20244 min read
Your Kids Might Not Automatically Be Cared For Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...
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bret182
Feb 22, 20244 min read
How to Save for Retirement and Pay Off School Loans at the Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a...
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bret182
Feb 15, 20244 min read
3 Reasons Why Adding Your Partner to Your Will is an Act of Love
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...
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bret182
Feb 8, 20244 min read
Important Planning Conversations to Have With Your Parents
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But there are critical reasons for...
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