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10 Steps to Take Now to Secure a Comfortable Retirement: Part 1Retirement
  • Post author:Sotera Anderson
  • Post published:May 10, 2024

10 Steps to Take Now to Secure a Comfortable Retirement: Part 1Retirement

Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and strategic planning. Since May is Older Americans…

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  • Estate Planning: A Gift of Peace and Power for Every Mom
    • Post author:Sotera Anderson
    • Post published:May 6, 2024

    Estate Planning: A Gift of Peace and Power for Every Mom

    Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom,…

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  • The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks
    • Post author:Sotera Anderson
    • Post published:April 29, 2024

    The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks

    In the digital age, online scams and cyber attacks are becoming more frequent, posing risks to not only everyday users but also to lawyers who manage clients’ sensitive information. But…

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  • Why Estate Planning Is the Best Use of Your Tax Refund
    • Post author:Sotera Anderson
    • Post published:April 12, 2024

    Why Estate Planning Is the Best Use of Your Tax Refund

    When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?)  it's easy to start dreaming about all the ways…

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  • April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
    • Post author:Sotera Anderson
    • Post published:April 1, 2024

    April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

    If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you…

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  • BLENDED FAMILY + DEATH = A POTENTIAL NIGHTMARE
    • Post author:Sotera Anderson
    • Post published:March 25, 2024

    BLENDED FAMILY + DEATH = A POTENTIAL NIGHTMARE

    Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined…

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  • Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
    • Post author:Sotera Anderson
    • Post published:March 19, 2024

    Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

    After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, it's crucial to turn our attention to a topic that may not be as…

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  • 3 Estate Planning Documents Your Parents Need Right Now
    • Post author:Sotera Anderson
    • Post published:March 11, 2024

    3 Estate Planning Documents Your Parents Need Right Now

    Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes…

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  • 14 Ways to Show Your Finances Some Love This Year – Part 2
    • Post author:Sotera Anderson
    • Post published:March 4, 2024

    14 Ways to Show Your Finances Some Love This Year – Part 2

    Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD)…

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  • 14 Ways to Show Your Finances Some Love This Year – Part 1
    • Post author:Sotera Anderson
    • Post published:February 26, 2024

    14 Ways to Show Your Finances Some Love This Year – Part 1

    Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there's a different kind of love…

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