Author Archive

The Risk of Delegating Your Estate Planning to the State

At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…

Planning to Fill Out the FAFSA? 5 Recent Changes to Know

It’s never too early to start thinking about paying for college and filling out what many families rely on, the FAFSA.  What is the FAFSA?…

Retirement Savings Plans for Businesses: CalSavers and the SECURE and CARES Acts

Did you know that 59 percent of working-age Americans have no retirement savings at all according to a 2018 report from the National Institute on…