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FAMILY PLANNING BLOG

By Sharia Young 17 Mar, 2024
As your parents navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. To make sure your parents can always get the help they need, make sure they have these 3 documents in place right now.
By Sharia Young 11 Mar, 2024
Last week we explored 7 ways to show your finances some love, this week we are going to explore 7 more
By Sharia Young 04 Mar, 2024
Making smart planning decisions with your assets is one of the best gifts you can give - and a gift that keeps giving over time.
By Sharia Young 25 Feb, 2024
Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.
By Sharia Young 16 Feb, 2024
The allure of convenience can mask a multitude of pitfalls. Relying on generic templates or online services to address your company's legal needs is akin to navigating treacherous waters without a compass.
By Sharia Young 11 Feb, 2024
The SECURE 2.0 Act aims to make it easier for people to pay off student loans while also saving for retirement.
By Sharia Young 05 Feb, 2024
While estate planning may seem like a realm of financial jargon and legalities, it is, at its core, a tangible expression of your care for those closest to you. (And that's why I refer to estate planning as Life & Legacy Planning.)
By Sharia Young 29 Jan, 2024
You may have already started a conversation about estate planning with your family. But this week, I dive deeper into the conversations you need to have right now to truly understand your family’s financial picture and plan for the future in the best way
By Sharia Young 24 Jan, 2024
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones' future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – but your policy must be set up in the right way to have the best possible impact on your family.
By Sharia Young 15 Jan, 2024
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education.
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