Financial Wellness Programs
Posted by Brittney Castro, CFP®, CRPC®, AAMS®
There are five estate planning documents you may need, regardless of your age, health, or wealth:
Durable power of attorney
Advanced medical directives
Letter of instruct...
If you’re like most people, it’s not that you don’t appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn’t mind owning additional li...
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed into law on December 17, 2010, is the end result of President Obama’s compromise with the GOP to ext...
Even if regular investment planning is already part of your routine, you might want to pay special attention this year. Why? Because beginning in 2011, significant changes in the federal tax co...
2011 Tax Changes At-a-Glance
A host of tax provisions enacted in 2001 and 2003—commonly referred to collectively as the “Bush tax cuts”—expire at the end of the year. While it’s possible that ne...
What is your financial personality? Do you even have one? While some financial professionals will ask questions about your financial situation, they may not take time to ask basic questions ab...
For women today, retirement will mean something completely different than what it meant for their parents. Although women have made great strides with their finances over the past 20 years, man...