Wealth Management, Finance & Investing Blog

property ownership

Basics of Property Ownership

The way in which you hold title to your assets can have a major impact on your estate plan. Different ...

401k contributions

What is a Revocable Trust?

A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime trust that can be amended ...

end life planning

The Basics of Estate Planning

Lifetime and testamentary planning Contrary to popular belief, estate planning typically involves more than just signing a Will. It generally ...

female advisors

Planning Considerations for Millennials

Below, I explore some common planning considerations and issues that I encounter on a regular basis when working with clients ...

behavioral finance

Our Habits Matter

My five month old daughter is just beginning to understand the concept of cause and effect. She is learning that ...