Finances & Your Family
[Video] 86% Of Estate Planning Documents Don’t Get Finished
MICHELLE SMALENBERGER, CFP® [Video] 86% Of Estate Planning Documents Don’t Get Finished Recently I heard a statistic about estate planning documents showing the percentage of documents that never get done. This percentage was 86% of estate planning documents never get finished. What this means is if you get those documents drafted, that could…
Read More[Video] Weight Of Mine VS Yours [Loans & Credit Card Debt]
MICHELLE SMALENBERGER, CFP® Weight Of Mine VS Yours [Loans & Credit Card Debt] Do you ever feel like it is “you” versus “me” when you have money conversation with anyone? Whether it is with a spouse or a family member, around the holidays or with friends. Just about something regarding money in general. I want…
Read MoreCredit Card Usage Is Up
Credit Card Usage Is Up Credit cards have been a way of life in America for the last 40 years. You can’t watch a sporting event these days without hearing a “What’s in your wallet?” commercial from Capital One! During the Great Recession of 2008-2009 many Americans fell out of love with credit cards.…
Read More[Video] When Should I Refinance My Mortgage? And Other Mortgage Reminders.
ROBERT STOLL, CFP®, CFA® [Video] When Should I Refinance My Mortgage? And Other Mortgage Reminders. Getting the right mortgage is one of the bigger financial decisions your family will ever have to make. So if you are thinking about refinancing your mortgage, let me give you a couple tips for what you should be…
Read More[Video] Don’t Let Tax Reform Changes Surprise You. Plan Now!
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
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