Most people who are newly widowed or divorced, will update their employer retirement account beneficiaries to their children. Logically, your chosen beneficiaries should receive the percentage of your account that you indicated, but people who remarry should be wary of accidentally disinheriting their own children from their 401(k)s.
Read MoreInsurance is at the bottom of the list of things we want to think about because it's complicated and confusing to many people, but it’s necessary to protect ourselves and our family members from financial disasters.
Read MoreIn March of 2020, Federal student loan borrowers were given a break from having to make their student loan payments, with interest rates frozen at 0%. Unfortunately, our break from student loan payments and interest accumulation must come to an end and is set to sunset on January 31, 2022.
Read MoreWhen a couple is divorced, or a spouse passes away, life changes rapidly. These situations force a complete turnaround of how you manage and view your finances. If you are someone experiencing a divorce or are mourning the loss of your partner, read on to learn about the first three proactive steps you can take to ensure your financial security.
Read MoreA financial plan can help you to unlock different levels of your life. By mapping out your current lifestyle including your spending habits, debt control, and personal attitude toward finances and money management, we can help you to take control of your future and feel confident in your actions.
Read MoreOn April 28, 2021, the White House released a fact sheet for President Biden's American Families Plan (AFP). Major provisions proposed in the plan are summarized here, including some tax provisions.
Read MoreAs a follow-up to our latest Medicare webinar series, we thought it would be beneficial to share 11 of the costly mistakes that you can avoid making when enrolling and choosing your Medicare plan.
Read MoreOn Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here, including some tax provisions.
Read MoreOver the course of 11 trading days from January 13 to January 28, 2021, the stock of GameStop, a struggling brick-and-mortar video game retailer, skyrocketed by more than 2,200%.
Read MoreWednesday, January 6, 2021, will be remembered in the history books—for a couple of reasons. First, while Congress met to count the inaugural votes, we anticipated that members from both houses would be objecting to electors from some states.
Read MoreBelow, we’ve compiled 20 lessons we learned in 2020 with the hope of inspiring you to find your very own moments of happiness as you reflect on this past year.
Read MoreI started as a Finance major in the Fox School of Business at Temple University in the Fall of 2017. In high school, I had taken a few business classes and found myself drawn to understanding personal finance and wanting to help people, without any desire of being an accountant.
Read MoreWe chose this line of work because we find purpose in helping others achieve their dreams and curate a wealthy life. Our firm's name is a reflection of the enduring connection we have with each of our clients.
Read MoreIn addition to the health concerns, this coronavirus situation is impacting people’s lives personally and financially too. I have been fortunate to enjoy my career in financial planning for over 25 years and many of you have been working with me for that long.
Read MoreTraveling with both of my boys always scared me. In three years the furthest we have driven is to the Jersey shore. My youngest hates being confined; his car seat is his greatest nemeses. However, this year we decided to go for it and take a road trip with the boys to visit friends in Clarksville Tennessee, a 14-hour drive.
Read MoreIf you’re at all like me you go about life with a positive attitude, enjoying each day, doing your best to balance working hard and savoring the moments. And then one day someone mentions something important that is missing from your life plan and before you know it, signs are showing up everywhere to remind you of that missing thing you need.
Read MoreIt’s that time of year again. You know, when you must pull out your crystal ball and make your best prediction on which financial benefits you should opt into at work for the next year. It can be a tricky situation if you don’t know what you’re doing. Don’t go at it alone!
Read MoreWhat is that awful sound!??
It’s my first realization at 5:30 am when my alarm starts going off. Throwing my arms over my face as to hide or change the fact that it’s time to start my day. My senses start to return to me, but I realize that I am being weighed down by something and I can’t reach my alarm clock.
Read MoreI have been reminded many times that I planned to write a post about “life’s balancing act” and share a few steps that helped me achieve my goals and find success in life. As you can judge from this first sentence, I have not perfected this act myself, but I did learn a few things along the way.
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