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Downloadable Inheritance Timeline Checklist PDF

Navigating a large inheritance is one of the few times in life when grief and complex financial decisions collide. In my 25+ years as...

Downloadable Inheritance Timeline Checklist PDF

Navigating a large inheritance is one of the few times in life when grief and complex financial decisions collide. In my 25+ years as...

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Downloadable Inheritance Timeline Checklist PDF

Navigating a large inheritance is one of the few times in life when grief and complex financial decisions collide. In my 25+ years as...

How to Choose The Best Rewards Credit Card in 2025: The One That’s Right For YOU

Are you trapped by credit card offers? You're bombarded with ads for colossal sign-up bonuses. And hear stories of friends booking international flights with...

Mortgage & Home Title Fraud: What Every Homeowner Needs to Know

As a security and fraud investigator who teaches White-Collar Crime, I've seen the aftermath. Deed & home title fraud isn't a technical problem, but...

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Big Changes to Special Needs Trusts: A Planner’s Guide to the New 2025 Rules

One of the most common, and frankly, most heart-wrenching conversations I’ve had over my 25+ years as a financial planner started with a parent’s...

Nuncupative Will: Is a Verbal Will Ever Valid? (2025)

In an age of digital signatures and ironclad legal documents, the "deathbed will" spoken aloud feels like a relic. But this legal ghost—properly called...

Contesting a Will: A Planner’s No-BS Guide to Success in 2025

When a loved one's will feels like a betrayal of their true wishes, the sense of injustice is overwhelming. Challenging that will in court...

Amazon Refund Not Received? Your 4-Level Fix

The return tracking shows "Delivered," but your bank account is empty. Days stretch into weeks, and frustration turns to anger. It's a maddeningly common...

Student Loan Off Your Credit Report? Here’s Why (2025)

Did a student loan suddenly vanish from your credit report? Or are you trying to remove one? Before you celebrate or panic, let's be...

What Salary Do You Need to Afford a $700k House in 2025?

Forget the generic online calculators for a moment. For a $700,000 house in 2025, the responsible income isn’t one number, It’s a spectrum from...

Emergency Loans for People on Disability: A 2025 Guide to the Safest Options

When you're living on a fixed disability income and a financial emergency hits, a car repair, an unexpected medical bill, the stress can be...

Testate vs Intestate: What Happens When You Die Without a Will?

In my 25+ years as a financial planner, I’ve seen very few things cause as much preventable chaos and heartbreak as a missing will....

11 Essential, Important, & Basic Estate Planning Documents You Need Today

Welcome to the world of estate planning! If you're here, you probably understand the importance of planning ahead and being prepared for whatever life...

How to Manage a Large Inheritance Wisely? Your Step-by-Step Blueprint

Receiving an inheritance is one of life's most profound and challenging moments. You're navigating grief while suddenly facing complex financial decisions that feel monumental....

Discover Card: A Joke or a Genius First Credit Card?

Let's get this out of the way. You typed "Is Discover Card a joke?" into a search bar because you've heard the whispers. Maybe...

What Starting Credit Limit Will Venmo Give Me? A 2025 Data-Backed Answer

So, the Venmo app is dangling its credit card in front of you, and you're tempted. But before you agree to that "hard pull"...