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 ...

Financial planning is one of those topics that leads to a condition known as MEGO. That stands for "my eyes glaze over." After all, who wants to worry much about spending wisely and saving? We work ...

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 ...

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

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 ...

When income is distributed to stockholders of U.S. corporations there are two levels of taxation: one at the corporate level (as adjusted net income) and one at the stockholder level (as dividend ...

Family holidays should be fun, relaxing, and full of memorable moments, but sometimes things don’t go exactly as planned.