MoneyDo: Organize Your Estate & Financial Details During this time of year spring cleaning is a chance to re-fresh, re-organize and declutter. Whether it’s your closet, garage or that back flower bed there’s always something to do. This week’s...
MoneyDo: Consider Investing in Employer Stock Many employers give their employees the option of purchasing stock in the company, as a benefit to employees. In this week’s MoneyDo, we’ll encourage you to consider investing in your employer’s stock, if it’s an available...
MoneyDo: Consider Saving For College Using A 529 Plan It’s August already – that time of the year when a good number of us get back to writing checks for college or even private school tuition.If you’re considering how you can be better prepared to make tuition...
MoneyDo: Start A Conversation About The Family Vacation HomeEstate planning can be difficult to undertake for a variety of reasons, including the process of considering who will inherit your wealth upon your passing. Financial accounts and assets feel – and often are...
MoneyDo: Get Familiar With Your Credit ReportWe’ve always recommended that folks review their credit report annually to understand what’s on it and how it affects your score.Now more than ever, it’s critical to know where you can get a copy of your credit report and...
MoneyDo: Review Your Estate Plan Estate planning, like financial planning, is an ongoing and evolving process that requires regular check-ins and reviews to ensure everything is in order. In a few prior MoneyDos, we’ve discussed the importance of account titling and...
