The Critical Task of Selecting a Trustee
Trustees have a fiduciary duty to your trust, and they are responsible for finding high quality tax, investment, accounting, and legal expertise. To make a wise selection of trustee, it is critical to understand trustee responsibilities, important characteristics for...
Buy Outright, Finance, or Lease? Considerations for Your Vehicle
Low interest rates combined with massive changes in travel behavior during the COVID-19 pandemic are leading many people to acquire cars. Before making a significant financial commitment to a vehicle, it is important to understand the financing and leasing options...
The College Planning Lifecycle – Stage 3: Grandparents Can Help, Too
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...
FSA or HSA: Choosing a Medical Savings Account
Photo by Andy Dean Flexible spending accounts (FSAs) and health savings accounts (HSAs) are both tax-advantaged accounts that allow you to pay for qualified medical expenses using pretax dollars. During open enrollment season for employment benefits,you may have the...
