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Spring Cleaning — Put Your Financial House in Order

by Enduring Wealth Advisors | Protecting Family Money

As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a...

Questions to Ask When Drafting an Estate Plan

by Enduring Wealth Advisors | Protecting Family Money

Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate...

Marriage: Entering a New Investment Life

by Enduring Wealth Advisors | Protecting Family Money

There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years...

The Impact of a Divorce on Your Finances

by Enduring Wealth Advisors | Protecting Family Money

Divorce can extract a heavy price — both emotionally and financially. Protecting your financial health during a divorce is crucial. If you and your spouse are headed toward a split, be sure to learn about the laws that shape divorce...

Financial Planning Tips for Unmarried Couples

by Enduring Wealth Advisors | Protecting Family Money

Today’s “modern family” is decidedly nontraditional. According to the latest Census data, fewer than 25% of American households currently consist of married couples with dependent children, while more than 40% of unmarried couples have children under...
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