Blog Articles

Extended care can be a significant financial burden for many families. With planning and creative thinking, you can carry the financial burden a little more easily.

George Washington Carver said, “Education is the key to unlock the Golden door of Freedom.” Fund your children’s or grandchildren’s studies gives them the opportunity to pursue their academic ambitions. Choosing between 529 plans and ESAs is an important step to optimize their educational funds for your given circumstances.

Our digital footprint is extensive, spanning from social media profiles to online banking, email accounts to cryptocurrency wallets. Just as you would safeguard your home, car, and financial accounts, securing your digital assets is crucial.

Eventually it comes time for your adult children to take responsibility for their financial obligations. We discuss broaching that topic and making their path to fiscal self-sufficiency as smooth as possible.

As online shopping picks up this holiday season, be sure to take precautions to make sure your purchases and financial information remain secure.

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program — the official name of Social Security — throughout their lives.