Oct 05

What You Should Know Before Agreeing to Serve as Trustee

By Sam Allen

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both ethically and legally required to properly […]

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Sep 28

6 Changes to Watch For In Your 2020 Taxes

By Sam Allen

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year.In addition to annual updates for inflation, the Coronavirus Aid, […]

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Sep 14

Lost An Old 401(k)? Here Are 6 Tips For Finding It

By Sam Allen

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people change jobs […]

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