We get it, booking a consult can be a little intimidating. It feels heavy and scary and uncertain. So many small business owners avoid seeking out help they need and want because they don't know what to expect. Here is a rundown of the big worries we hear a lot:

When we decide to share our lives & finances, there are all kinds of complicated & messy decisions involved. There is no right or wrong way to divide up the responsibilities, but here are a few suggestions that may work for you.

When it comes to designating a beneficiary on your life insurance, it seems like a no-brainer. You name your spouse or kids, right? Not so fast. There's a lot of things to consider when choosing a beneficiary that may not have even crossed your mind. Here are a few questions to consider:

A Custodial Investment Account is an investment account that is in a child's name but managed by an adult.

Wills and life insurance: No one likes to talk about it, & it's really easy to avoid the topic because....well, you'll be dead & no one can yell at you for not dealing with it. The bottom line is this: an uncomfortable conversation now means peace for those you love. Death is hard enough without also having to make profound financial decisions at the same time.