Are Your Beneficiaries Correct? Costly Beneficiary Mistakes to Avoid
Are your beneficiaries correct? Are you sure? Because beneficiary mistakes can be one of the most costly and heartbreaking mistakes in financial planning. Plus, they are easy to make. Someone gets married or divorced and forgets to update a retirement account beneficiary. An account is opened quickly naming one child as the beneficiary, but they […]
Gifting Money to Family Members Tax-Free: 5 Strategies to Understand (2026 Updates)
There are five key strategies about gifting money to family that you need to understand. Most people spend a good portion of their lives working towards financial independence. They enjoy it for some time. Then, many people start wondering what to do after they feel they have enough. The next question becomes, “what next?” They […]
Elder Care Consultant: What Do They Do?
I received the question, “What does an elder care consultant do?” last week, and thought it would be a great question to answer. I frequently recommend an elder care consultant, often known as a senior care consultant, to families with aging parents. Elder care consultants, or senior care consultants, can fill a variety of roles: […]
Common Estate Plan Mistakes – The 7 Step Guide to Reviewing Your Estate Plan
An estate plan is one of the most important pieces of your financial life. Are you sure yours is how it should be? Does it have the right people in the right roles? Are your assets properly titled? Does it have common estate plan mistakes? Do you even know what it says? Despite it being one […]