Should I add my Child/Heir to the House Deed to Avoid Probate?
Should I add my child to the house to avoid probate and make it simpler when I die? This is a question we often get from clients who are inquiring on behalf of their aging
Rory McIlroy’s 2025 Masters win was one for the ages, belonging on my “Mount Rushmore” of Masters, which for me includes 1986 Nicklaus, 1987 Mize, 1997 Tiger, and 2019 Tiger.— It was a powerful story
Should I add my child to the house to avoid probate and make it simpler when I die? This is a question we often get from clients who are inquiring on behalf of their aging
Here is a great perspective from Joshua Brown on what has happened in the last 12 months in the markets and what most investors do when they have this type of environment. My favorite part:
Ever wondered how much you should be spending each month? Well there are a number of different approaches but a very simple one is the 50/30/20 rule. Read about it HERE
broker charged with fraud for churning blind widow’s account Are you kidding me!??! This is why you should do a BrokerCheck before hiring someone to manage your money! There are some crooks out there! Check
Dust off your old estate plan….if you have one! If you don’t, then you’ve already fallen victim to one of the PITFALLS! Check out this very important reminder from Fidelity on common pitfalls individuals fall
Risk ON or risk OFF? So far this year (as of 8/22) the market is positive, up around 5-7% depending on which index you look at. It has been a good time to be invested….if
As financial planners, we spend an enormous amount of time helping our clients have realistic expectations. Our job is to help you get to your destination. Each person’s journey to get there will most certainly
The Capital Group manages over $1 trillion. They have been in business for over 80 years, so they have seen the good, bad, and ugly. Below is their take on the recent rate hike and
So when should you claim Social Security? That’s a question that many of you have already faced and answered while many others will face that dilemma in the next 5 years. There is no shortage
Although there are many factors to consider when deciding when to file for Social Security, this tool from fidelity is a quick and easy way to get started. Check it out and let us know
Identity theft is a serious crime and causes many sleepless nights in addition to the money it costs to fix any damage that was done. Its a good idea to do take the right preventative
Load More