Providing peace of mind through skilled guidance, compassion & simplicity

What Is a Power of Attorney?

One essential component of your financial plan involves designating power of attorney to someone you trust, in case you are incapacitated or unable to complete a task on your own.

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What Should I Keep in My Safety Deposit Box?

In today’s digital age, in which seemingly anything that matters is stored virtually in the cloud, a physical safe deposit box comes across as a relic of the bricks-and-mortar past. However, don’t be too hasty to dismiss the importance of keeping certain valuables securely tucked away in your bank’s vault.

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Social Security Issues, if You’re Self-Employed

When you work for someone else, that company or organization takes Social Security taxes out of your paycheck and sends the money to the Internal Revenue Service (IRS). However, things work a little differently for people who are self-employed. If you fall into this category, keep reading.

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Can Kobe Bryant’s Widow Amend Trust?

Vanessa Bryant has filed legal docs to protect all of her children.  She is asking a judge to amend Kobe’s trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.

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