Budgeting Blog
3 Estate Planning Conversations Every Family Needs to Have
Estate planning is not only for wealthy families. These three honest conversations can help your loved ones feel clearer, calmer, and more prepared.
How a Roth IRA Can Help You Leave More for Your Heirs
A Roth IRA is not only a retirement account. It can also be part of a thoughtful plan to leave more flexibility and support for the people you love.
Inherited IRA Tax Rules: What You Need to Know Before You Make a Move
The rules for inherited IRAs changed significantly in 2020. Here is what the 10 year rule means, who is exempt, and how to minimize your tax bill on an inherited IRA.
How to Build Generational Wealth and Keep More of It in the Family
Generational wealth is not just for the wealthy. Here is how to build it, protect it from taxes, and make sure it actually stays in the family.
4 Keys to Building a Retirement Plan That Actually Works
A real retirement plan covers more than your 401k balance. Here are the 4 keys to building a comprehensive retirement plan that addresses income, investments, healthcare, and legacy.
How to Handle an Inheritance Without Making Costly Mistakes
Receiving an inheritance can change your financial life, but only if you handle it wisely. Here is how to avoid the most costly inheritance mistakes.
What Does It Mean to Be an Executor? What You Need to Know Before You Say Yes
Being named an executor is an honor, but it comes with real legal and financial responsibilities. Here is what you need to know before you say yes.
How to Pass Wealth to the Next Generation Without Giving It All to Taxes
You worked hard to build your wealth. Here is how to pass it to the next generation without losing a large portion to taxes.
The One Document Your Family Needs That Most People Never Write
A letter of instruction is the one document most people never write, and the one their family needs most. Here is what it is and how to create one today.
Should You Put Your Home in a Trust? Here Is What You Need to Know
Putting your home in a trust can help your family avoid probate and protect your legacy. Here is what a trust is, how it works, and whether it is the right move for you.
The Real Cost of Probate (And Why You Probably Need a Trust)
There is so much misinformation out here about wills and probate costs. Let us break it all the way down so you know exactly what it costs, what a will actually does, and how to protect your family starting today.
Your Midyear Estate Planning Checklist (Yes, You Need One Even Now)
Estate planning is not just for the wealthy or the elderly. If you have money or people you love, you need a plan. Here is a simple midyear checklist to get yours in order.