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Family Planning Financial Literacy & Fundamentals

I’m Traveling Alone and My Phone Got Stolen!
- Roxanne Alexander
In this technological age where everything is electronic, what would happen if you traveled to a foreign country and your phone was lost, broken, or stolen? I recently traveled to Panama by myself and thought about this type of situation very seriously. My last two trips involved a family member or friend, so at least…
Career Financial Literacy & Fundamentals Tax Planning

My First Big Paycheck is Finally in the Bank – Now What?
- Roxanne Alexander
Recently I have been talking to clients’ children or grandchildren who have just graduated from college and are starting their first jobs as professionals. Some starting salaries can easily be in the low six figures depending on the profession, so a road map that covers how and where to start saving can be beneficial in…
Estate Planning Family Planning Financial Literacy & Fundamentals Tax Planning

I Just Got Married, What’s Next?
- Flavio Landivar
Congratulations! For many people, getting married is a major life milestone. Did you know that there are some legal and financial changes that are required after marriage? While there is no one-size-fits-all approach, we have created a list of items for you and your spouse to discuss so you don’t have any unexpected surprises. Property…
Estate Planning Family Planning Financial Literacy & Fundamentals Tax Planning

Understanding Estate Exemption Rules
- David Garcia
Maintaining an updated estate plan is among the most important things you can do for your heirs. Thoughtful planning can minimize income, gift, and estate taxes. A good place to start is to understand the estate exemption rules. The federal estate exemption is the amount of assets the government allows you to have at death…
Estate Planning Tax Planning

Take Advantage of the Historically High Estate and Gift Tax Exemptions
- David Garcia
With many current estate tax provisions due to expire in 2025, now is the time to proactively take advantage of historically high exemption amounts. No matter who wins the White House and Congress in 2024, rising federal deficits, unprecedented spending, and lower tax revenues could potentially mean higher taxes in the future. In such a…
Family Planning Financial Literacy & Fundamentals

Long-Term Care Insurance Quandary: Keep Paying or Let It Go?
- Roxanne Alexander
Long-term care insurance companies are restructuring and have been sending letters to policyholders about adjustments in coverage, increased premiums or paid-up options. Many policyholders are wondering how they should respond and what their options are. Increases don’t happen overnight, and insurance carriers have to consult with their state insurance department for approval. The state is…