The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations, and a last name is one that does not necessarily apply in the 21st century. There are more options than ever before to keep your finances, identity, and future plans separate….
Please join us for the Smart Women, Smart Money (SWSM) Conference THIS FRIDAY (May 3rd) at the Arkansas Arts Academy in Rogers, Arkansas! This FREE event will begin at 8:00am and last until 4:30pm. Click here to register! While at the conference, please take the opportunity to listen to the following presentations being given by…
The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the dinner table. It is also a great idea to take this…
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018. As a result of…
With the fall season upon us, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible…
What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences. This is particularly true if the gifted amounts are over $15,000.00, will be gifted in property, will be gifted on a regular basis,…
A divorce can be a long, expensive, and emotionally draining process. However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible….
For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also…
There is a common misconception that estate plans are only for the ultra-rich—i.e., the “top 1 percent,” 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all incomes and wealth levels can benefit from a comprehensive estate plan. Sadly, many have not sat…