by Jason Sacks | Apr 29, 2024 | End of Life Planning, Estate Planning, Financial Planning, Seniors
Does the thought of speaking about estate planning with your aging parents make you uncomfortable? Many people have been raised in families where discussing topics that involve money are taboo, and since will and estate planning can bring up lots of feelings about...
by Jason Sacks | Mar 27, 2024 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors
Is there a right time to start estate planning? Well, yes and no. We have all had moments where we see an old picture and think – where has time gone? It’s easy for months and years to blend into each other, but it’s important to remember that even if we haven’t...
by Jason Sacks | Feb 29, 2024 | End of Life Planning, Estate Planning, Families, In The News, Seniors
A recent survey found that “40% of Americans don’t think they have enough assets to create a will, and even fewer have an estate plan.” These numbers are alarming considering that if you neglect to tackle your will and estate planning, it only means that you are...
by Jason Sacks | Jan 31, 2024 | Financial Planning, In The News
HOW CAN I EARN MORE MONEY ON MY CASH? You work hard to earn your money and would like for it to do the same for you in return. As part of a balanced financial plan, it’s a good idea to have cash set aside in savings. But are you confident that your bank’s interest...
by Jason Sacks | Dec 1, 2022 | Financial Planning
Consider These Points Before Buying Your Leased Car If you spent any time shopping for a car during the COVID-19 pandemic, it’s likely that you experienced some sticker shock. Many supply chains were shut down, leading to microchip shortages and a lack of other key...
