The Coronavirus pandemic is putting a serious strain on all Americans.  Many businesses have had to close and lay off staff.  That ‘worst-case scenario’ we all hoped would never happen is here.  And since so few of us are well prepared for even a small emergency, let alone a disaster, […]

You’ve probably heard all the negative comments about Millennials – they’re lazy, won’t work hard, expect instant gratification, and can’t cope with adversity. Well, some of that may be true but when it comes to finances, they can be pretty smart. Young adults are the largest segment of new homeowners in […]

  As the cost for a college education continues to climb, many grandparents are stepping in to help. This trend is expected to speed up as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades. […]

A family endowment is something that may benefit everyone in a family – including you. The goals of an endowment are simple – accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future […]