Money Matters

Extol Events Presents: Where There’s A Will, There’s A Way

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Money Matters | Help Protect Your Finances in a Natural Disaster

From blazing wildfires and floods to hurricanes and tornadoes, natural disasters make front-page news whenever and wherever they happen. Less headline-worthy are the financial repercussions that follow, which tens of thousands of people are dealing with right now. These types of tragedies are unavoidable — the most you can do is prepare to minimize the…Read More

Money Matters | Retirement Plans Can Be SIMPLE

Sponsored Post by Todd Harrett If you own a small business (or are self-employed), there are many retirement plan alternatives available to help you and your employees plan your financial future. One popular option for organizations such as sole proprietorship’s, partnerships, corporations, and non-profit organizations to consider is the SIMPLE (Savings Incentive Match Plan for…Read More

Money Matters | Are You Prepared to Handle a Personal Financial Crisis?

Michelle Floyd, CFP, Financial Consultant Are You Prepared to Handle a Personal Financial Crisis? Individuals who are married or in a committed relationship face the possibility they’ll end up managing finances alone at some point in their lives. Unfortunately, the first time many experience handling complicated financial matters alone is during a personal crisis following…Read More

Money Matters | What to Expect as an Executor or Trustee

What to Expect as an Executor or Trustee Being asked to serve as an executor or a trustee for an estate is certainly an honor, but it’s also a considerable responsibility. And knowing and understanding those responsibilities can help you be prepared. Many people don’t realize what they are taking on and all the duties…Read More

Money Matters | Elder Financial Abuse: The Silent Crime

  Elder financial abuse has the potential to impact all of us on some level. Whether you are protecting a loved one from becoming a victim or actively taking precautions to protect your personal estate, fraud and exploitation is a risk that grows as people age. It is important for individuals to understand the magnitude…Read More

Money Matters | Is Divorce on the Horizon?

A divorce is obviously an emotionally charged time for you and your family. You’re juggling a lot of arrangements and financial details. Most divorce attorneys suggest thinking about how to divide your financial responsibilities as early as possible ‒ particularly if you have shared debt. Look at shared debt. With the help of a mediator…Read More

Money Matters | Think Strategically When Donating to Charity

Planning ahead for taxes may help increase your charitable giving’s impact. A variety of strategies are available for incorporating tax planning into charitable giving. Your particular situation will help determine which strategy, or strategies, may be right for you. Estate taxes are unlikely to be an issue Although your primary goal in charitable giving is…Read More

Money Matters | 10 Reasons Why Beneficiary Designations Are Important

Beneficiary designations can provide a relatively easy way to transfer an account or insurance policy upon your death. However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan to go awry. We often complete these designations without giving it much thought, but they’re actually important and deserve careful attention….Read More

Money Matters | Focus on Year-End Tax Planning

  Our company is committed to helping you succeed across all areas of your financial life.  Here are five considerations to think about when it comes to tax planning. Five areas to consider at year-end: Analyze your investment portfolio. Review your portfolio to help ensure your allocation still aligns with your goals. Assess tax consequences…Read More