When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …
Family
Money Smart Week: Helping Educate Youth in Our Communities
For the third year in a row, we teamed up with our affiliate, Wipfli LLP, to participate in Money Smart Week® and promot…
‘Tis the Season for Year-End Planning: Tip #3
We’re back with another tip to help you wrap up 2017! Miss the first two items on our year-end planning checklist? Get u…
Give Thanks, Give Smart – Part I
With Thanksgiving right around the corner, and the holiday season not far behind, there’s no better time to give thanks …
Transferring Assets at Death: Revocable Living Trusts
Revocable “living” trusts have become a very popular estate planning vehicle, primarily for the purpose of avoiding a pr…
Transferring Assets at Death: Wills and Probate
Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…
5 Succession Planning Questions Every Family Business Owner Must Consider
Succession planning for family business owners is one of the most talked-about areas of financial planning — but it is o…
Does Divorce Derail Retirement?
This article was co-authored by Paola Ramos, CFP®, a financial advisor based in the Bay Area. The short answer to this q…
Three Dos and Don’ts of 529 Plans
A 529 plan is an education savings plan designed to help families accumulate funds for their children’s future college c…
We Taught Finance to 300 Middle Schoolers — Here’s What Happened
“Don’t grow up so fast.” If you had a nickel for every time you heard that expression throughout your childhood, you wou…