One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

When the daily to-do list might include grocery shopping, picking up the kids from soccer and preparing tomorrow’s presentation, who has time to think about a financial plan? While the effort to keep ...

Planning a wedding can be stressful, trust me, I’m in the midst of doing it myself. And you have probably scoured the internet for the perfect wedding checklist to get things in order. But every ...

I too often find that individuals neglect to put an estate plan together because of the common misconception that estate planning is only for the ultra-wealthy. Since it’s a process that invariably ...

Year-end is here, and while 2019 closes and another decade begins, it’s time for brokers, carriers, and owner operators to proactively plan for 2020. Year-end is more than just preparing financials ...

Help clients navigate tax rules, financing hurdles and estate planning when buying second homes abroad with this expert ...