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Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and Negotiating
So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing...
Jun 30, 20153 min read


Are You Wasting Money? Part Two: Food, Clothing and Entertainment
In Part One of this series on wasting money, we looked at housing, interest and transportation--areas in which you or your loved ones may...
Jun 25, 20153 min read


Are You Wasting Money? Part One: Housing, Interest, and Transportation
Most of us are guilty of wasting money in one way or another. Often we are so busy that we pay too much for convenience, and we don't...
Jun 18, 20153 min read


Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Childr
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult...
May 27, 20153 min read


4 Tips for Avoiding a Will & Trust Contest
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...
Apr 27, 20152 min read


What's On Your Worry List?
A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...
Apr 20, 20153 min read


Passion Investing as a Spark to Your Life
Bill Gates, Warren Buffet and over 50% of the Fortune 400's The Richest People in America list have decided to give away their wealth for...
Apr 3, 20153 min read


It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...
Mar 2, 20153 min read


What if Treating Your Children Fairly Means Unequal Inheritances?
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However,...
Jul 30, 20143 min read
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