Posted on May 6, 2022

When you’re making your estate plan, you can choose between many types of trusts. But whichever kind you choose, you’ll have to select a trustee to oversee your and your loved ones’ assets. Understandably, this important decision may give you pause. You need someone who will act in your heirs’ best interests. Many people start… read more

Posted on May 5, 2022

What do you want to do when you retire? At first, many people answer, “As little as possible.” Or perhaps they decide to take a few trips they’ve been putting off. But in many cases, the novelty of sleeping in every morning wears thin after a few months or years. In many other cases, they… read more

Posted on May 4, 2022

Your credit score represents your creditworthiness. A good credit score can help you start a business or get a car loan. However, it also affects many facets of your financial life. Get on the path to stellar credit with these two tips: It’s not a complex process, but it is absolutely vital for your financial… read more

Posted on May 3, 2022

Roz Carothers was recently interviewed by Erica Sloan from  Well+Good, a digital multi-media organization that decodes and demystifies what it means to live a well life, inside and out. From the article … Death comes along with an emotional and logistical cascade of concerns for those close to the person who passed. While working with… read more

Posted on April 4, 2022

Umbrella insurance is a type of personal liability insurance that applies to a broader range of situations than conventional business insurance. It’s for those who may find themselves liable for a claim larger than what their homeowners or auto insurance will cover. If you own a boat, umbrella insurance picks up where your watercraft liability… read more

Posted on April 3, 2022

Retiring early is a goal for many people. However, according to findings from the Boston College Center for Retirement Research, the average age of retirement has risen to 65.7 years old for college-educated men, 62.8 years old for college-educated women and around 62 years old for people whose highest level of education is a high… read more

Posted on April 2, 2022

Probate is a series of legal processes that dispose of a decedent’s estate. Like most legal processes, it can be imposing. But there are ways to make it easier and possibly even skip it altogether, if you prepare in advance. Probate includes taking note of a will or trusts, inventorying and appraising any property, and notifying… read more

Posted on April 1, 2022

Our health and wellness feature this month is all about cryotherapy. It’s described as a “non-invasive application of subzero air to help the body in the recovery process from pain, swelling, and inflammation.” Our client concierge and operations manager Reggie Garcia signed up for the 10-day package at Cryo+Lounge on Shelbyville Road where he literally… read more

Posted on March 1, 2022

The IRS is encouraging taxpayers to make sure they’re well-informed about their tax situation as the filing deadline approaches. The key topics include special steps related to charitable contributions, economic impact payments, and advance child tax credit payments. Here are some key items for taxpayers to know before they file next year. Changes to the… read more

Posted on March 1, 2022

One reason people look forward to retirement is because they’ll have time to travel. If you’ve only had enough vacation time for a few long weekends a year before, it’s exciting to be able to plan out a real weeks-long vacation. But travel is different when you’re older. Health and safety concerns that you never… read more