Wow! There is a lot in this bill and no way we are going to cover everything or deep dive into anything specific. So…after reading and reading, here is an extensive glance at some of our notes.

Naming a trust as a beneficiary of a retirement account can be beneficial for several reasons, but there are some important things you need to consider.

Financial literacy should be a required class in school—but for most people, it never was. And because of that gap, many of us are fumbling through adulthood, reacting to financial crises instead of preparing for them.

Graduation caps have flown, and suddenly, it hits you: adulthood is here. There are crucial things about turning 18 that don’t get talked about enough – and they can have a big impact on your future (and your parents, too).

Just hearing the words family meeting can make you cringe, right? They’re usually called in response to conflict or to address topics no one really wants to talk about.

The source of stress for many busy individuals is a lack of time, leading to burnout and health issues. Instead of focusing on how to find more time, individuals should identify who can help them delegate tasks and responsibilities.

Many parents consider gifting significant assets like land, money, or business interests to their children as they age, but often do so without seeking comprehensive advice, which can lead to costly mistakes.

Retirement requires intentional planning not only financially but also in terms of physical, spiritual, intellectual, and social purpose to avoid depression and health issues.

Opportunities are found more times than not during a crisis. Although we can’t rely on the financial markets to always do what they have done in the past, we know that buying low or buying fear, as Warren Buffet calls it, has proven to be a pretty successful strategy.