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A couple talking to a financial advisor on their couch about asset protection strategies

Asset Protection: Smart Strategies for Estate Planning

Careful estate planning that utilizes trusts and other tools ensures your assets are protected and passed according to your wishes. Estate planning requires thinking through what will happen to your assets once you’re gone. Without proper planning, your assets may not be protected, and your beneficiaries could have to deal with credits, mismanagement, or even lawsuits regarding your estate. Prioritize preserving your assets for future generations with nuanced estate planning strategies. This...

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How the Costs and Benefits of College Affect Financial Plans

For many households, college decisions are a cause for celebration. However, college also represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or buying a home. These feelings are only worsened by the current market environment as investors adjust to high interest rates and a less certain path of Fed rate cuts, more stubborn inflation, and stock market volatility. Naturally, these...

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Two parents and their daughter looking at a laptop together and discussing family wealth education

Family Wealth Education: Preparing the Next Generation for Financial Responsibility

By Sharlee L. Cretors, MBA, CFP® Instilling financial literacy in your children early is important for multigenerational wealth management. Learn actionable strategies for success. Preserving and growing multigenerational wealth is a big responsibility. Parents have to ensure that they’re not only explaining money to their kids but also educating the next generation on personal, ethical, and financial values and what these responsibilities entail. In this overview, I’ll provide key considerations and actionable strategies...

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A smiling older woman sitting outside and drafting an advance directive

Ensuring Your Health Care Wishes: Estate Planning Essentials

Creating advance directives, including a living will and a medical power of attorney, will ensure your healthcare preferences are followed later in life. Estate planning comprises several different areas, from estate taxes to legal documents to trusts and wills. However, one important area you can’t ignore is healthcare.  You never know what the future will bring as far as medical needs and associated costs. Preparing now will make it easier for you...

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