We all need the help of professionals for certain things. But when it comes to money, YOUR wisdom may be as much (if not even more) important to how your children make financial decisions than MINE.

“Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?”

“As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs.”

“Mark your calendar with important market deadlines and closures.

Brighten up your financial plan this summer by assessing your estate plan and expected benefits, and catching up with your financial team.”

Anyone looking to buy or sell a home lately has probably been hit by sticker shock. Residential real estate prices have gone through the roof, increasing at rates unseen since 2005.

The global pandemic has taken a grim toll on lives and livelihoods. Many have been laid off, furloughed, or taken on more debt to tide things over. Many others have had to scale back their lifestyle or help support family or friends affected by the ravages of COVID-19.