Digital Legacy Planning: Protecting Your Online Assets
December 9, 2024
Over the years, you’ve carefully managed your finances online—whether it’s checking your bank accounts, making investments, or paying bills. Your cloud st...
READ MORE...Navigating Joint or Separate Bank Accounts
November 7, 2024
You’ve booked the venue, picked out the flowers, and sent the invites. But have you talked about who’ll pay the electric bill after the wedding? Managing fi...
READ MORE...Should You Buy an Umbrella Insurance Policy?
October 30, 2024
High-net-worth individuals often have complex financial portfolios that include substantial assets, investments, and businesses. While they enjoy financial succ...
READ MORE...Questions to Ask Parents Over the Holidays
October 22, 2024
It’s beginning to look a lot like Thanksgiving . . . and then Hannukah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for fam...
READ MORE...How to Create Stronger Passwords
September 18, 2024
From email accounts to bank accounts, online shopping to online stock trading, you have many passwords to create and remember. Life would be easier if they were...
READ MORE...The Kiddie Tax
August 21, 2024
The IRS’s kiddie tax rules limit parents’ ability to transfer investment assets to a minor child in order to take advantage of the child’s lower marginal ...
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