Credit card companies spend billions of dollars each year marketing their cards to consumers, often using flashy commercials to advertise cash back bonuses, 0% interest rates, and other attractive qualities. But with all the options out there, how do you decide which one earns your business? While…
The 2018 Winter Olympics are upon us! This year’s festivities are being held in PyeongChang, South Korea and began (last night) with figure skating and will further kick off with the opening ceremony today. Throughout the two weeks, competitions will be held in a total…
When thinking about estate planning, many topics come to mind – like, what property, houses, and cars you own, who will handle the distribution of your assets, and how you will care for your children, grandchildren, and other loved ones. Often overlooked, however, is the…
There are many facets of exploration into the Social Security System and the focus is often on when to collect benefits and how much the benefits will be. There are, however, other pieces of Social Security to be reviewed and discussed prior to that time…
A recent article on WalletHub.com featured a list of “2017’s Best Places to Get Married” which highlighted cities with the lowest and highest wedding costs, most and fewest wedding chapels, event planners, bridal shops and more. To supplement the research findings, the article also included…
We have frequent discussions with Clients asking whether they should rent or buy – they may be asking for themselves, for their aging parents or for their children or grandchildren. As with almost every strategic planning opportunity we discuss with Clients, there are many factors…
Data and money security are important to everyone! And these days, there’s a new headline about the latest major security breach or hack of personal information far more often than we would like to see. While these breaches do happen, there are many things we…