Blog Posts

By Marc C. Shaffer

I recently embarked on a journey to purchase a new vehicle, and the new method I tried was a game-changer. Instead of going the traditional dealership route, I utilized a refreshing new approach with Your Car Dog, a car buying agent recommended by a referral partner. The experience was nothing short of wonderful, and I’m eager to share my story.

Read more: ...

By Marc C. Shaffer

The idea of a “boomerang” generation has been around for a long time, but a new economic situation could be fueling another wave of boomerangers. Sure, there are still children who graduate and move back in with their parents right away. But while many adults are still recovering from pandemic-era job loss and financial recovery, the housing situation of low inventory, high prices and high interest rates is not helping. This could cause children of any age to boomerang right back into the nest.

Read more: ...

Passing your estate to an heir with credit problems, a shaky marriage, a gambling or alcohol addiction, or any other concerning situation might not only lead to that wealth being squandered, but the inheritance could worsen destructive behaviors.

Of course, you don’t want to disinherit your child(ren) simply because of their personal challenges. There are potential solutions that allow parents to control and incentivize behaviors long after they are gone, helping ensure that a troubled child’s inheritance won’t be misused.

You do not want to avoid or delay creating a plan hoping that your heir’s issue will go away. This could result in you passing before any plans have been set and the inheritance could be given without restrictions.

Read more: ...

By Jessica Searcy Kmetty

Whether you’re talking about finances as a couple, as a family, or with a financial advisor, the situation can feel uncomfortable and vulnerable.

Chances are, finances weren’t talked about in your house growing up. For many, discussing such things was considered taboo, so it’s hard to start a conversation now about something you just don’t have experience talking about.

But, staying quiet about finances could hurt you.

Read more: ...

By John C. Fales

Should we include our children in conversations about inheritance, our net worth and our estate plan?

Should we be gifting assets to our children along the way or should we control the money until it transfers to them upon death?

How do we teach our children and grandchildren to be smart with money?

When an individual or couple has more than enough assets to meet their personal needs, thoughts often turn to how best to provide for and transfer wealth to the next generations.

Read more: ...

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup