Planning for Families Without Children
Episode 230 – A lot has been written about planning for families with children, but approximately 44 percent of non-parents under age 50 say they are unlikely to have kids. What about them? In this episode we suggest some ideas for an underserved group of people.
Charities Need Your Help and We Can Help You
Episode 229 – Individuals and charities have been adversely affected by post-pandemic circumstances. We can help charitably inclined individuals meet philanthropic goals without sacrificing personal financial security.
Social Security Trustees Report 2023: Here We Go Again
Episode 228 – The new Social Security Trustees report has both good news and bad news. The question is: where do we go from here?
What to Expect When You’re Expecting an Inheritance
Episode 219 – What do you do if you’ve just been notified that you’re about to receive an inheritance? Do you know what comes next? Here are some things that you might expect.