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Roth 401(k) vs. Roth IRA: The Basics

Many people wonder if there is a difference between a Roth IRA and a Roth 401(k). The answer is yes. There are differences and it’s important to understand them...

Home Equity: A Powerful Tool

It’s time to tackle your home improvement to-do list. Whether it's remodeling, an outdoor entertainment space, or updating a bathroom, your home's equity is a powerful tool. Here's how to use it.

Funding Your Living Trust is the Key to Unlocking its Benefits

Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But the benefits aren't available if you don’t fund the trust.

Create a Road Map for Your Estate Plan

In addition to your legal documents, it's wise to create a “road map” — an informal letter or other document that guides your family in understanding and executing your Estate Plan.

The Fast Track to Successful Student Debt Management

With so many people managing student loan debt, our friends at U-Fi are here to provide some helpful tips on how best to erase it as soon as possible.

What You Need to Know About Filing Gift & Estate Tax Returns

Have you made substantial gifts of wealth to family members or are you the executor of the estate of a loved one who died recently? If so, you need to know if you must file a gift or estate tax return

The Importance of Substantiating Your 2018 Charitable Gifts

Donating to charity is a key estate planning strategy for many people. But the IRS could disallow a deduction, even if it’s legitimate, if you fail to follow substantiation requirements...

As Winter Takes Hold, Here's How to Keep Household Expenses in Check

Here are some strategies from energy experts for keeping you warm and safe through the winter months, as well as keeping your household budget in line.

Sudden Impact: When a Spouse Unexpectedly Dies

What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As the surviving spouse, you’ll face several tasks and challenges...

Have You Had Your Annual Estate Plan Checkup?

An annual estate plan checkup is critical to the health of your estate plan. Here are a few key figures for 2018 and 2019 -- they may affect your plan, so let's talk about it!

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