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Estate Planning

If you want to make sure your assets are inherited by the intended parties, no matter the size of your estate, you will need an estate plan. If done right, your plan can also limit the taxes owed by the beneficiary.

Financial Literacy and Millennials

While Millennials are a generation that is exceptional in many ways - better educated than their predecessors, more ethnically diverse, and more economically active - according to studies they struggle with personal finance.

Women and Money

In more than one third of American marriages, the woman out earns her husband. And although that is a long way off from an even 50%, it is a definite improvement on what the numbers looked like in 1987, when less than a quarter of women were the primary breadwinners in their families.

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