Comprehensive financial planning includes making sure you’re protected from risk of many kinds. We collaborated with Christopher Togawa, owner of Christopher Togawa Insurance Agency, to bring you these 7 tips to optimize your coverage and improve your protection plan.
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
All investments involve risk but not all risks are equal. Are you investing or speculating? Both have a place but come with different risks and outcomes. What are the differences and how can you place each one properly in your plan?
Communicating with your partner isn’t always easy…especially when it comes to money. Many couples with the best intentions disagree, argue, and even part ways over finances. These 3 steps can help!
Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA's impact.
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
Planning for a child with special needs carries a range of complexities. There is no single best strategy – your situation needs a customized approach, but these strategies should help make an informed decision for your child and family.
Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!
When it comes to spending and passing on your assets, don't miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
Part two in our What to Spend & What to Pass On series - three case studies to demonstrate how to apply these principles with a variety of primary objectives.
A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.
2020 presented many challenges, but also opportunities and lessons learned. As we turn the page and look to 2021, we’ll look at 2020 lessons learned and what to expect in 2021.
As you prepare your taxes, here are answers to frequently asked...
A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you or your beneficiaries with the remainder going to your favorite charity. Is it right for you?
