Family

When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …

This article was co-authored by Paola Ramos, CFP®, a financial advisor based in the Bay Area. The short answer to this q…

A 529 plan is an education savings plan designed to help families accumulate funds for their children’s future college c…

“Don’t grow up so fast.” If you had a nickel for every time you heard that expression throughout your childhood, you wou…

Miss Part I of Cassandra’s wedding planning checklist? Click here to get up-to-speed. Whether you’re tying the knot, or …

So you said, “yes!” Now, it’s time to plan the wedding of your dreams. Before you start browsing Pinterest for ideas, ma…

Depending on who you ask, the term, “family office”, can have a broad range of meanings, but the bottom line is this: ma…

Whether planned or unexpected, many of us will likely need to take an extended leave from work at some point in our care…

The U.S. Treasury Department recently proposed regulations that, if implemented, will dramatically affect estate tax pla…

In 2015, NerdWallet conducted a survey on life insurance coverage among consumers; its findings showed surprising areas …