All Together Now – The Wealth Portal

Key Takeaways There are many apps out there that can help you track your finances separately, but it’s cumbersome and time consuming. A wealth portal puts all your finances in one place, providing you with a quick summary that you can easily glance over once a week to ensure nothing is amiss. Using a wealth […]

Save First, Spend Second

Key Takeaways If you want to build wealth successfully, you need to save first and spend second. The rule of thumb when it comes to saving is to save about 15%. If you spend first, you can get used to the niceties in life, and then it can be very hard to have to go […]

Half the Clothes, Twice the Money

Key Takeaways When we get ready for a vacation, we typically pack too many clothes and don’t budget enough money. When we make big purchases, we tend to forget all the associated costs that come with buying the item. If you plan in some extra money beyond the main cost of what you are purchasing, […]

DIY Love Letter

Key Takeaways Over the past decade, there’s been an increase of do-it-yourself will software. There are several reasons you should not do a will yourself, especially as there are some common mistakes when creating a will that can cause your assets to not go where you want them to go. Paying to have a will […]

Transitional Ownership

Key Takeaways Transitions in life directly affect how ownership changes. Several primary forms of ownership include Sole Ownership, Joint Ownership, Tenancy in Common, Tenancy by the Entirety, Trust Ownership and Guardian of Assets. It’s important to understand that ownership changes when major life events happen so that you can plan for these changes and ensure […]

Own Your Position

Key Takeaways Handling someone’s estate is something you may only do once in your lifetime and it can be a very emotional, daunting process. Estate plans can be executed during someone’s life should they become incapacitated, and upon a person’s death as well. It’s important to seek help from a professional when it comes to […]

Willing to Plan?

Key Takeaways Every person has an estate plan automatically; it is designated by the state you reside in. Estate plans can consist of wills, durable powers of attorney, trusts and designation of beneficiary type assets. There is will-based and trust-based planning. There are very big differences in terms of dealing with probate and whether they […]