A conversation with Pam Krueger, creator and co-host of PBS’s MoneyTrack and founder of Wealthramp.com If you’re a parent, you’ve probably heard about 529 plans, and if not, now’s the time to get informed. A solid 529 plan can help you save for your child’s education...
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How to Choose the Right Financial Advisor for You
Choosing the right financial advisor is critical for navigating complex financial decisions and getting guidance to help meet your goals. In this video, Paul Sydlansky, CFP®, shares the questions you should ask when trying to find a financial professional that’s a...
Financial Moves To Make In Your 60s and Beyond
We’ve come to the final installment in our five-part series on financial moves to make at each decade of adult life. In previous blog posts, we looked at what moves to make in your 20s, 30s, 40s, and 50s. Those likely don’t apply to you at this age, but they may have...
Financial Moves To Make In Your 50s – Are You Close?
This fourth blog post in our five-part series on financial moves to make in every age decade looks at what you should consider as reach your 50s. Previous posts looked at what was needed in your 20s, 30s, and 40s. We hope that you’ve already addressed most of those...
5 Advantages of a Trust and Why Your Family Needs One
You’re a young family who’s still growing. So why would you need a trust? Aren’t those just for wealthy families who are older? Actually, trusts are an important way to take care of your family—at any stage. Here’s why. Today’s modern lives can be complicated, and...
Have Charitable Giving Goals? Consider a Community Foundation
Do you have aspirations of making an impact in your local area, but feel overwhelmed at the thought of managing a charitable contribution? Or maybe you feel motivated to give back, but aren’t sure of how to do so; maybe you’re not sure how much to give, or exactly...
Wills vs. Trusts: A Quick & Simple Reference Guide
We are happy to have Laura Cowan back with us once again in an effort to continue to bring you valuable insights. Laura is an estate planning attorney that focuses on helping individuals and families make important decisions today to avoid unnecessary pain and...
The 5 Most Common Estate Planning Mistakes Parents Make
In an effort to continue to bring you valuable insights, this month's guest post is from attorney Laura Cowan, an estate planning attorney with offices in Manhattan and Minneapolis. Laura's practice focuses on helping individuals and families make important decisions...
4 Things You Didn’t Know About Estate Planning
It is a subject no one is comfortable talking about and one that many people avoid: individual mortality. Despite the negative connotations, estate planning is a necessary financial consideration that anyone with loved ones should address, regardless of age. It is...
Having A Tough Conversation & Helping Your Aging Parents
Although it can be an uncomfortable experience, there comes a time when every child has to discuss estate planning matters with their aging parents. It can be a tough conversation to have, especially if your parents (or you) are avoiding the subject, but there are...