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Collaborative Divorce: A Softer, More Congenial Approach
Preparing for a major event often involves a team of professionals. A wedding involves photographers, caterers, and florists. And people often seek ...
Crowdfunding for Real Estate: Now Anyone Can Own a Skyscraper!
Have you ever wanted to own a skyscraper? How about an entire apartment complex? Well, good news, now you can! And, you don’t have to meet “accredited investor” requirements. How? It’s called crowdfunding!
Directly Held Stock Versus a Brokerage Account: Questions & Answers
Do you receive mail from a company that holds shares of only one specific stock on your behalf and don’t know what to do with it? Most likely ...
Wedding Approaching? What about a Prenup?
What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...
Protecting Seniors from Fraud
Anyone of any age can get scammed, but seniors make the easiest targets. Each year they lose billions of dollars to scam artists, friends, and too ...
“What If…?” It Happens!
Life is full of “what-ifs”! What if your neighbor’s dying tree crashes through your roof; your newly remodeled basement floods; ...
New Investment Vehicle: Interval Funds
Everyone has heard of stocks, bonds, mutual funds, and probably even ETFs. But have you heard of “interval” funds? No? You might want to ...
Daredevil Hobby = Higher Insurance Premiums
If you have a “risky” hobby such as scuba diving or flying, you could be putting more at risk than bodily injury. You may be denied life ...
Career Starters: Wake Up!
What’s the one deadly sin that can ruin your financial future? Answer: Spending when you should be saving! If you are part of the millennial ...
Picking Brackets & Picking Investments
Tomorrow marks the official start of the 2017 NCAA Basketball Tournament. What do bracket-picking and investing have in common? Answer: Your skill ...
Caring for Loved Ones with Alzheimer’s
Does someone close to you have Alzheimer’s? If so, you’ll likely want your loved one to retain his or her lifestyle and independence as ...
Estate Planning for the Digital World
What happens to your Facebook account when you die? Or, your beloved iTunes music library? Your estate plan provides for the management and ...