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ARTICLES

Planning for Marriage to Someone with Children
Published on October 10, 2019
Marrying someone with children means that your finances will become a lot more complicated as you take into account the needs of your spouse and any children who join your household. Many of the issues you confront will be the same issues that any couple marrying will face, including budgeting, insurance, and integrating your employee benefits. In addition, you'll need to consider issues related to rearing the children of someone else, such as providing for the children now and in the future, considering the impact of child support on your finances, and determining the tax implications.
Planning for Succession of a Business Interest
Published on October 02, 2019
One of the important decisions a business owner must face is when and how to step out of the business — in other words, business succession planning. Do you expect to retire from your business? Do you have a plan in place? What would happen to your business if you were to die today? Do you have children you hope to bring into the business? These are questions only you can answer, and your answers will lead you and your financial and legal advisors to a course of action.
Financial Considerations When Facing a Disability: Part 2
Published on September 24, 2019
Previously, Part I of Financial Considerations When Facing a Disability explored various tools to consider when protecting yourself from the possibility of disability, such as disability insurance. Having disability protection is crucial, and resources such as disability insurance and Social Security disability can be invaluable. However, even with insurance in place, facing a disability can still be financially overwhelming.  Part II will explore additional financial items to consider, as well as unique resources available to individuals in the event of disability.

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