financial-planning

FEATURED INSIGHT

When is Mediation a Good Solution for Divorce?

Mediation during divorce is one way to reach an agreement acceptable...

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Back in 2015, the Supreme Court ruled in favor of legalizing same-sex marriage. LGBTQ+ couples that...

An estimated 3 million LGBTQ+ adults are currently over age 50. This figure is expected to reach 7...

CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...

As a small business owner, you have likely already gotten into the habit of wearing many hats....

No one wants to pay a larger share of their income in taxes than the law requires them to. Yet, the...

Continuity planning is the process of creating a system that will allow you to continue your...

When two people get married, they’re not only bringing together two unique personalities and...

As a Certified Financial Planner™, I am often asked by clients, “what’s the best way to use my tax...