Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex... View Article

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your partner need... View Article

Four Ways to Avoid Money Spats with Your Partner

Under the influence of romance, it is easy to be distracted from practicalities. But couples that can’t agree on how... View Article

Does Your Credit Need Repairing?

Presented by Kevin Moore and Jake Rivas Many people had their financial plans derailed in 2020. You or a spouse... View Article

Real Estate and Self-Directed IRAs

Presented by Jake Rivas Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in... View Article

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Presented by Kevin Moore and Jake Rivas Living in an increasingly paperless world has its benefits, but when it comes... View Article

The American Jobs Plan and Proposed Tax Policy

Presented by Kevin Moore and Jake Rivas On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal... View Article

A Starter Guide to Selling Your House

Presented by Kevin Moore and Jake Rivas From the moment you decide to sell to the day you hand over... View Article

Mastering Financial Aid Eligibility

Presented by Kevin Moore and Jake Rivas For many families, financial aid programs help make higher education attainable. The first... View Article

Tax Season Scam Alert

Presented by Kevin Moore and Jake Rivas With tax season upon us, many of us are busy gathering the appropriate... View Article