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Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)

by Leslie Marenco | Jan 11, 2018 | Articles, Uncategorized

If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between 55 and 65 have nothing...

The Real Planned Parenthood: Platonic Parenting

by Leslie Marenco | Jan 4, 2018 | Articles, Uncategorized

Divorce can be one of the most unpleasant—and often traumatic—experiences of your life, especially if you have children. It can be even more distressing for the kids themselves. In many cases, a divorce can severely affect a child’s emotional well-being, and in...

4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 2

by Leslie Marenco | Dec 28, 2017 | Articles, Uncategorized

Last week, we shared the first part of our series on cryptocurrency risks and scams. In part two, we discuss two more common traps to be wary of when investing in digital currency.   If you are considering using cryptocurrency as an investment vehicle, talk with...

4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 1

by Leslie Marenco | Dec 21, 2017 | Articles, Uncategorized

It’s no secret that Bitcoin and other brands of cryptocurrency are one of the hottest new investment opportunities.  And if you’re not already invested, you may be considering how to get in, what exactly is the best way to get in, and you should definitely be...

New Bill is Potential Game Changer for Your Family’s Tax Strategy

by Leslie Marenco | Dec 15, 2017 | Articles, Estate Planning, Estate Tax, Income Tax, IRS

If you follow the mainstream or social media news, you likely know the new Republican tax bill, which recently passed both the House and Senate, is a potential game changer for tax planning. Known as the “Tax Cuts and Jobs Act,” both houses of Congress passed...

Pay For a Loved One’s Education With an Education Trust Fund

by Leslie Marenco | Dec 8, 2017 | Articles, Trusts

  Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to put aside sufficient savings for a single child’s education, but for multiple kids, the price tag can make donating a...
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