Adulting, Made Easier – Stories & Straight Talk
Quick reads, helpful tips, and honest breakdowns of what you need to know.
Featured Posts
The Unexpected Link Between Men’s Health and Estate Planning
June is Men’s Health Month, a time dedicated to highlighting health issues that primarily affect men and promoting the early detection and treatment of diseases in men and boys. This month, gentlemen, it’s all about you. Read more.
They're All Grown Up! Guiding Your Child's Leap into Adulthood
Once your child turns 18, they're legally deemed an adult, despite having much more growing up to do (even if they might not agree!). At this stage, privacy laws protect their health and financial information, just like any other adult. However, with some proactive planning, you can still provide the support they need. Read more.
A Father's Wisdom: Sidestepping the Traps in Estate Planning
As a father, you've always worked hard to provide the best for your family, ensuring their well-being and securing their future. However, even the most carefully thought-out plans can fall short if you overlook the complexities of estate planning. Read more.
A Guide to Estate Planning for Non-Biological Parents in the LGBTQIA+ Community: Protecting Your Family During Pride Month
Celebrate Pride and reflect on progress made for the LGBTQIA+ community this June. As a non-biological parent in the LGBTQIA+ community, it's important to be aware of the ongoing fight for full equality. One area that might require attention is ensuring your parental rights are legally protected, especially if you are a non-biological parent. Learn more about this and find valuable information here.
Memorial Day Insights: Building Your Timeless Legacy with Estate Planning
Memorial Day offers a chance to contemplate mortality, remembrance, and legacy. But what exactly is a legacy, and how does it relate to you? Read more.
10 Essential Steps to Ensure a Comfortable Retirement: Part 2
In the first part of our series on practical steps for ensuring a comfortable retirement, we covered estate planning, passing on a legacy, and preparing for long-term care. This week, we continue with five more steps, including adapting your home for comfort and safety and leveraging technology for independence. Implementing these steps will provide you with greater peace of mind in your later years. Read more.
10 Essential Steps to Ensure a Comfortable Retirement: Part 1
Retirement marks the beginning of an exciting new chapter in life, far beyond just the end of your working years. Thoughtful preparation and strategic planning are essential. During this Older Americans Awareness Month, discover five practical steps you can take now to ensure a comfortable and fulfilling retirement. Read more.
Estate Planning: A Gift of Serenity and Empowerment for Every Mother
Give your mother a gift that truly lasts this Mother's Day: the reassurance and empowerment provided by well-crafted estate planning. Estate planning allows you to safeguard your well-being, your children's future, and your financial security, ensuring you're ready for whatever comes your way. It's the best gift a mom can receive. Learn more.
Navigating the Hazards of the Internet: Safeguarding Yourself Against Online Scams and Cyber Threats
Unfortunately, online scams and digital attacks are on the rise. In this week’s article, we explore seven actionable steps you can take to protect your online data. Protecting yourself digitally is more crucial than ever. Continue reading to learn more.
What Becomes of Your Social Media Accounts After You Pass Away?
Ever curious about the fate of your social media accounts after you're gone? Each platform follows its own set of rules, making it crucial to understand these policies to manage your digital presence responsibly. Continue reading to learn more.
Why Investing Your Tax Refund in Estate Planning Is a Smart Choice
So you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.
Exploring the Realm of Cryptocurrency: Advice for Both Parents and Teens
In a time when digital advancements influence all facets of our existence, it's understandable that our teenagers are captivated by the prospect of cryptocurrency. However, before they delve into this territory, parents need to be equipped to guide them through this emerging landscape. Continue reading for insights.
April Fools! The Illusion of Security from DIY Wills and Trusts... Potentially Costing Your Family a Fortune in Messes
The internet is awash with DIY Wills and Trusts, tempting you with the prospect of saving money and safeguarding your loved ones posthumously. However, be wary! These solutions can end up causing far more problems than they solve. Discover why.
Beware! Blended Families + Death = A Possible Nightmare
This week, we delve into a genuine cautionary story highlighting the potential complications that can arise in blended families when parents defer decisions regarding their children's care and inheritance to the surviving spouse and the jurisdiction's legal framework.
Beyond Vows and Partings: The Importance of Planning Ahead for the Conclusion of Your Relationship
Whether due to a breakup, divorce, or the passing of a significant other, all relationships inevitably reach a conclusion. The extent to which you've prepared for such an eventuality can significantly affect you, your partner, and your assets. Discover more.
3 Essential Estate Planning Papers Your Parents Should Have Immediately
As your parents enter their later years, securing their comfort and tranquility—as well as your own—becomes increasingly important. To guarantee your parents have access to the support they require, it's critical they have these three essential documents prepared and accessible. Discover more.
14 Strategies to Pamper Your Finances in This Year - Part 2
Last week, we delved into seven strategies to express care for your finances and family through intelligent, tax-efficient financial advice for the upcoming year. Discover additional insights by reading Part 2 of our series now. Continue reading.
14 Strategies to Pamper Your Finances in This Year - Part 1
February is celebrated as the month of love, yet there's another form of affection that warrants our focus: the care and consideration we extend to ourselves, our families, and our finances through diligent financial planning. Discover more.
Believe Your Children Will Be Automatically Looked After As You Wish? Think Again Unless You Take Action
Many people believe that if they were to pass away unexpectedly, their children would naturally be taken care of and inherit their assets. Yet, the truth of the matter is much more complicated and potentially worrisome. Here's why basing your plans on assumptions alone might put your children's futures at risk.
This Recent Legislation Simplifies Balancing Retirement Savings with Student Loan Repayments
The SECURE 2.0 Act is designed to simplify the process of managing student loans while simultaneously contributing to retirement savings. Curious about whether you're affected? Discover more in our latest blog post this week.