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Many teens are starting to lock down their summer jobs. For some, it will be their first-time earning money outside of chores around the house and this is a great opportunity to teach a few valuable lessons about money. Budgeting, saving, and investing are three...

A few weeks ago, I met with an accounting professional. We were discussing business and talking about additional ways we add value for our clients. I mentioned that we had recommended umbrella policies to every one of our planning clients over the past year because...

Despite life insurance being widely used, many misconceptions remain. Most people do not know what type of policy is right for them or when in their lives they will need coverage. This article explains everything you need to know about the basics of life insurance....

Deposits and withdrawals from a local bank account are easy – you can go to an ATM, write a check, or stop in a branch office. But how do you handle money movement in your investment accounts? We wanted to give you a...

The popularity of trusts as an estate planning technique rises and falls with changes to the “unified credit.” The unified credit is the amount of assets a person is allowed to transfer to others during or after their lifetime without paying taxes on those gifts...