The College Planning Lifecycle – Stage 2: The High School Years
As a parent, you have a lot on your plate. Preparing for college costs is unlikely to be your top priority. However, with college education costs having skyrocketed over the past few decades and the application process becoming ever more competitive, it is never too...
The Vital Importance of IRAs
We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. Given the vital nature of this topic,...
The College Planning Lifecycle – Stage 1: The Early Years
As a new parent, you have a lot on your plate. You have an entirely new set of demands on your time and energy, and you are trying to navigate the many unknowns of parenting. Preparing for something 18 years into the future is unlikely to be your top priority....
Roadmap For Heirs
Download the Roadmap for HeirsWe first published this Roadmap for Heirs Navigator in 2016 as a way to help our clients identify and record important personal, financial, and health information that is likely to play a role in the estate resolution process. Given the...
