For most people, a living trust can be a helpful estate planning vehicle with numerous benefits – including avoiding probate court at death and
When giving to a charity, you want to be smart and effective with your charitable contributions. One way to do that is by using a donor advised fund (
While you may think all ties have been severed between you and your ex, one link may still exist – and that’s your Social Security benefits1. Dependin
Whether they’re good, bad, or somewhere in between, there are certain life events that should have a financial plan. According to a study done by the
After two years of work, the Bipartisan Policy Center (“BPC”) has released a 146 page report1 jam-packed with ideas on how to improve
As economic times change and people begin to live longer, it’s becoming more and more common for workers to continue working through retirement. In fa
– Exclusive Event Held This Year at St. Regis Monarch Beach, Dana Point, CA – –Brings Together Top LPL Financial Advisors Serving Af
As much as we wish it wasn’t true, there are some common mistakes we see over and over again that people make with money. But it’s not necessarily sur