Estate planning can be overwhelming. Estate planning is a way for people to protect their assets, and ensure their wishes are carried out after their gone and that their loved ones are provided for. But, with all the details that need to be arranged, there are often things that get overlooked. That’s why we’ve outlined [...]
Do you know how much elder care services cost? Whether your golden years consist of retirement, travel, family, or friends your estate and care needs should be considered too. Otherwise, without the right financial plan, the care and medical support you’d need could be out of reach. Things like in-home care, nurses, assisted living facilities, [...]
Stop struggling to manage your money. Do you struggle to keep up with expenses or find yourself stressed thinking about things like budgets, savings, and taxes? If you answered ‘yes’ to these questions then it might be time for you to get a financial planner. A financial planner can provide a customized solution to your [...]
Is post-secondary education really worth the cost? One of the most important things to consider when it comes to post-secondary education is what it will cost. Of course, there is tuition to worry about but things like housing, textbooks, transportation and food all drive up monthly expenses. For those that are not prepared for these [...]
IRAs can be a great way to save for the future. It’s no surprise that IRAs are a popular investment option. After all, they provide a tax-advantaged investment plan that can reduce yearly tax bills. But, signing up for one without reading the fine print regarding its limitations and rules could mean you using it [...]
Thinking of buying a new car? Not without these financial tips. Regardless of its type, model, and cost, purchasing a new car is an exciting experience. But, without the right guidance, this excitement can quickly wear off. That’s because many people are unaware of the hidden fees when it comes to buying. Oftentimes, these fees [...]
A home will likely be the biggest purchase of your life. If you’ve ever purchased a home, you know how stressful it can be. From packing to organizing, house hunting, budgeting and so much more; moving is an exhausting process. But, in the stress of it, all people tend to forget about taxes. Given how [...]
Joint filings don’t need to be confusing. With all the excitement that goes into planning a wedding, the last thing on a couple’s mind is probably their taxes. But, if you got married in the past year, or plan to get married in the near future, tax season could be a little different for you. [...]
Excise tax: what is it and why should it matter to you? If you’re a business owner, there’s a lot to keep track of when it comes to finances. From deductibles to submissions, and so much more; business finances never end. Despite how busy owners are, all should be familiar with excise taxes. That's why [...]
Crowdfunding is a popular way to raise money. Whether it’s for an individual, family, or workplace; crowdsourcing allows for numerous small donations to go toward a single cause. This method can lead to some incredible things happening; families being able to pay off medical debt, start-up entrepreneurs finally launching their brands, or someone bringing an [...]
