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Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy the Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy...

This Change to the FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went...

Your Most Important New Year’s Resolution: A Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future,...

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
Losing a loved one is an incredibly challenging experience, and the journey through grief can...

Own a Business? Do This By December 31st to Get a Year-Long Extension to the Corporate Transparency Act Reporting Deadline
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities,...

Transition to Adulthood: What Happens Legally When My Child Turns 18?
Soon after the challenges of puberty and the excitement of high school, an even larger...

Year-End Tax Planning Starts Now: 8 Things To Do Now To Lower Your 2023 Taxes – Part 2
Last week we looked at four different ways to lower your tax liability for 2023,...

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the...