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Blog Posts in December, 2020

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  • You Inherited a Retirement Account: Now What?
    You Inherited a Retirement Account: Now What?

    For decades, common financial planning wisdom has encouraged almost all-American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to ...

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  • Should You Own Your Timeshare in Your Trust?
    Should You Own Your Timeshare in Your Trust?

    Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, ...

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  • A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen
    A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen

    The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With a celebrity’s passing, we realize that death is an equalizer. It also reminds us of the ...

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