Should You Open a HELOC? Understand the Risks and Benefits
Considering a Home Equity Line of Credit (HELOC)? Discover a HELOC is, how a HELOC works, risks, benefits and more!
Should You Open a HELOC? Understand the Risks and Benefits Read More »
Parents
Financial priorities change when you become a parent. It is important to know what investments you should make today to best prepare for your child’s future.
529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts
From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.
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3 Popular College Savings Accounts for Parents
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
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How to Give a Scholarship and Get a Tax Write-Off
Discover how to give a scholarship and get a tax write-off. Learn the benefits of scholarships and understand the tax implications.
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7 Things to Know About Term and Permanent Life Insurance
Not sure if term or permanent life insurance is right for you? We’ll break down the 7 key things to know about these two types of insurance to help you make your decision. Let’s dive into the details! ___________________ KEY TAKEAWAYS: Term insurance is temporary. Permanent costs more, but is designed to last forever. There
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20 Questions About Biden’s Student Loan Forgiveness, Answered
Biden announced his one-time student loan forgiveness plan. Get the details on who is eligible, how to apply, and more in this post.
20 Questions About Biden’s Student Loan Forgiveness, Answered Read More »
8 Financial Lessons From 8 Years of Marriage
Many couples find that working through finances together can be one of the greatest challenges in marriage.
8 Financial Lessons From 8 Years of Marriage Read More »
5 Estate Planning Considerations for Families
Estate planning is especially critical for families. The reason is, proper estate planning is the framework for generational wealth. The legal documents within an estate plan – a will, trust, power of attorney, legal guardianship, and medical directives – are the vehicles by which you can legally transfer fiduciary duties and property ownership to your
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Inherited Property: What is Step-Up in Basis?
When it comes to inherited property, there can often be confusion about what happens next. In many cases, the property is passed down from one generation to the next on a “step up basis.” What is step-up in basis? And what are the implications for recipients of inherited property? To answer these questions, The Little
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6 Things to Consider Before You Hire Your Child As An Employee to Save on Taxes
Hiring your child is a great way to give your child a head start in life while also reducing your tax bill.
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