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Top 5 Things To Do When Looking For An Estate Planning Attorney

No one likes talking about death. But as Ben Franklin said, the only two certainties in life are death and taxes. Although we may not enjoy talking about it, this is an incredibly crucial part of anyone's financial plan. But where do you start? After you have some sort of idea of what your wishes will be, it is crucial that you find a qualified estate planning attorney to set those wishes into action.

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Don't Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Many people work for large corporations who offer stock plans as part of their employee compensation packages. While getting company stock (hopefully at a discount!) can be nice, when tax time rolls around, the extra documents received leaves many with quite the headache. Although each stock plan will be different, we wanted to explain one of the more common confusions with stock plans and their tax forms.

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The Unsung Hero of Insurance - The Umbrella Policy

As financial advisors we understand that the topic of insurance is not the most exciting or glamorous. When we discuss insurance with our clients, we do everything in our power to keep their eyes from glazing over in boredom. Today we will discuss one the most plain vanilla policies, but arguably one of the most important, the umbrella policy. Stay with us because getting umbrella coverage could be one the best financial decisions you ever make.

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What's The Value of a Financial Advisor Anyway?

In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?

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