What to Do When a Family Member Needs a Guardian
by: Jackie Stewart January 25, 2022 Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works. Gerald Teaster spent five years…
Should You Convert to a Roth?
Erik Carter - Contributor Financial Finesse - Contributor Group _________________________________________________________________________________________________________________________ The pros and cons of performing a Roth Conversion There’s been a lot of talk about whether the backdoor Roth IRA and mega back…
A Loophole Makes ‘529’ Plans Good Wealth Transfer Tools. Here’s How to Use Them.
By Neal Templin Updated June 1, 2021 / Original May 29, 2021 529 plan loophole? Yes. People tend to think of “529” education-savings plans as a nifty way to save…
This Is the Minimum Number of Vacation Days Linked To Increased Longevity
Author: Brenna Holland・July 26, 2021 Article found on Well + Good Research out of the European Society of Cardiology suggests taking more than three weeks of vacation days may help you live longer.…
“No Kids” Shouldn’t Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend. Estate planning can sometimes feel…