Estate Planning

Estate Planning

If you haven’t taken the time for estate planning yet, here are some links to resources so you can create a will online. It’s often better to sit down with an attorney but if you haven’t been able to get to it yet, this will allow you to have...
Gifting tactics

Gifting tactics

For those employers who like to give gifts throughout the year, here are a few gifting tactics you might want to take note of. Interestingly enough, although cash gifts to employees are considered taxable income, small gifts of little value and turkeys and hams, are...
Gender Investing Gap

Gender Investing Gap

First there was a pay gap, now an investing gap. Men tend to invest more while women leave more of their money in cash. In addition, 59% of women age 20 to 34 leave investing and financial planning up to spouses, thus losing out on opportunities for learning and...
Being prepared for the end

Being prepared for the end

I want to strongly encourage folks to consider taking action to ensure that when we pass (and we all do, as much as we don’t want to think about it), others are not burdened by our lack of preparation. The grief of losing a loved one is tremendous so we don’t...
Digital Assets for your Estate Plan

Digital Assets for your Estate Plan

You may have an estate plan, but does it account for your digital assets? Many of us today manage a complex web of digital assets from our Linked In accounts to our photos, music blogs, Facebook site and more. What happens to those after we pass away? Learn more in...