top of page
Search


Estate Planning: A Gift of Peace and Power for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know....

Corina Colan
May 10, 20246 min read


Navigating the World of Cryptocurrency: A Guide for Parents and Teens
In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of...

Corina Colan
May 3, 20245 min read


3 Estate Planning Documents Your Parents Need Right Now
Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden...

Corina Colan
Apr 26, 20245 min read


PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...

Corina Colan
Apr 19, 20245 min read


Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, it's crucial to turn our attention to...

Corina Colan
Apr 12, 20244 min read


April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and...

Corina Colan
Apr 5, 20245 min read


14 Ways to Show Your Finances Some Love This Year - Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:...

Corina Colan
Mar 29, 20244 min read


14 Ways to Show Your Finances Some Love This Year - Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic...

Corina Colan
Mar 22, 20244 min read


Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...

Corina Colan
Mar 15, 20244 min read


This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a...

Corina Colan
Mar 8, 20244 min read


Want to Show Your Partner How Much You Love Them? Put Them In Your Will
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...

Corina Colan
Mar 1, 20245 min read


2 Conversations About Money and Death You Need to Have With Your Parents Right Now
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are...

Corina Colan
Feb 23, 20244 min read


Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...

Corina Colan
Feb 16, 20245 min read


Your Most Important New Year's Resolution: A Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this...

Corina Colan
Feb 9, 20245 min read


This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now...

Corina Colan
Feb 2, 20244 min read


Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you...

Corina Colan
Jan 26, 20245 min read


What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability...

Corina Colan
Jan 19, 20245 min read


What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a...

Corina Colan
Jan 9, 20244 min read


What You Must Know About Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...

Corina Colan
Jan 5, 20245 min read


Have Unused 529 College Savings? Roll Them Into a Roth in 2024
You Can Now Roll 529 College Savings Into A Roth IRA A 529 college fund is a tax-advantaged savings account that is designed to help...

Corina Colan
Dec 29, 20234 min read
bottom of page