During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund to help you tackle an unplanned expense, insurance to cover an unexpected accident or disaster, or a "go bag" that...
Protecting Family Money
Raising Savers: Teaching Your Kids How to Avoid Learning Financial Responsibility the Hard Way
Who doesn’t remember their first job, receiving your first paycheck, and even applying for and using a credit card for the first time? Access to money provides a sense of freedom and the ability to buy things you want with your own money. For many of us, we find it...
Estate Tax Changes in 2025: What Wealthy Individuals Need to Know
Changing policies and regulations periodically reshape the landscape of estate tax laws. In 2025, wealthy individuals must be aware of critical changes impacting their estate planning strategies. This article comprehensively explores the implications of the estate tax...
The Significance of Storing Important Documents Safely
Suppose an emergency strikes and your family needs to quickly access important financial and personal information. Now, ask yourself—are these documents organized, secure, and easily accessible? Having a system for storing your crucial documents and passwords may save...
3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.
Are you prepared for things to go terribly wrong?
Cynthia woke up. Everything was blurry, including the talking. She tried to move, but everything hurt too much. She laid there on her back, trying to make sense of the situation. What was happening?
Procrastination Poofs Your Money – Vlog
The pile. It sits on Jake’s credenza containing all the documents and files that he’s promised Cynthia he’d review and be decisive.
Marty Goes Camping – VLog
It’s that time of night for Marty. Brrr, it’s cold outside. Heck, it’s cold inside the tent. Unzip the sleeping bag, and then the tent.
Marty and Jean visit the David
Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures.
Cyber Security teaser
Ever wondered how well you are protected from Cyber Criminals? We met with Tim Marsh and his team to discuss precautions we can take to protect ourselves online. Check it out!