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College-Bound Kids? It’s Time to Apply for FAFSA

Are you or your kids planning to head off to college during the 2020–2021 academic year? The good news is, the U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial aid opportunities in a single session. This “one-stop shopping” certainly beats having to submit separate applications for each source of funding!

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Finding Good Financial Advice

Unless you’re a financial advisor, you may have missed the SEC’s June release of a revised set of rules for my profession. Collectively called “Regulation Best Interest,” its mission seems noble enough: “to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships With Financial Professionals.”

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To Trust or Not To Trust

August 23, 2019 - A frequent question we hear from new clients is, “Should I have a trust?” The answer is, “It depends.” Let’s cover some of the reasons you may want to include a trust in your estate planning.

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9 Homeowners Insurance Mistakes

August 16, 2019 - Homeowners insurance (HOI) is so universal, it must be hard to go wrong when buying it, right? Actually, it’s probably harder to get it right. Here are nine common HOI mistakes that occur if you … 

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