Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes - Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...
Sarah Ventris
Oct 14, 20235 min read
7 views
0 comments
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your...
Sarah Ventris
Oct 8, 20234 min read
2 views
0 comments
Got Minor Kids? 3 Instances When Your Estate Plan Must Include a Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens...
Sarah Ventris
Sep 30, 20235 min read
1 view
0 comments
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...
Sarah Ventris
Sep 23, 20236 min read
6 views
0 comments
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...
Sarah Ventris
Sep 16, 20236 min read
24 views
0 comments
Help Your Parents Avoid These New Financial Scams - Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...
Sarah Ventris
Sep 2, 20235 min read
14 views
0 comments
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
Sarah Ventris
Aug 26, 20236 min read
10 views
0 comments