The Presidential Election and the Economic Impact
With the upcoming presidential election less than a month away, conversations about the future of the economy are at the forefront of political discussions. The
Kellie CollierOctober 17, 2024
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Safeguarding Your ABLE Account to Prevent Medicaid Clawbacks
Among the many tools available to families of special needs children, an ABLE account (Achieving a Better Life Experience) is a tax-advantaged savings account intended
Kellie CollierSeptember 11, 2024
Financial Advisor vs. DIY Investing: Which is Right For You?
As the saying goes, “money makes the world go round.” And when it comes to managing your finances, making the right choices can have a
Kellie CollierAugust 9, 2024
Secure Your Legacy: 7 Compelling Reasons to Set Up a Trust
As a prudent investor, you understand the importance of making wise financial decisions to protect your assets and secure your legacy. One of the most
Kellie CollierJuly 24, 2024
Tax Season Made Easy: Tax Document Checklist
Nothing can trigger an intense emotional response quite like tax season. Whether you’re filing your taxes yourself or seeking assistance from a professional, having the
Kellie CollierApril 27, 2024
Special Needs Planning: Breaking Down California’s Public Programs
If you are the parent or guardian of an individual with special needs, it’s time to begin planning their financial future. For many, special needs
Kellie CollierMarch 20, 2024
Social Security Cost-of-Living Adjustments for 2024
Have you noticed a slight increase in your Social Security benefits lately? Starting January 2024, more than 71 million Americans can expect an average increase
Kellie CollierFebruary 28, 2024
Client-Fiduciary Relationship: Building Effective Communication Strategies
As a fiduciary, one of the most crucial aspects of your role is establishing and maintaining effective communication with your clients and the trust beneficiaries.
Kellie CollierJanuary 17, 2024
Budgeting 101: How to Start a Budget and Stick to It
Creating and sticking to a budget is one of the most important ways to reach your financial goals. And while 74% of Americans are committed
Kellie CollierJanuary 11, 2024
The Rise of ESG Investing: Investing for a Sustainable Future
The concept of brand loyalty has changed over the last 20 years. In the early 2000’s, many Americans felt connected to a brand or company
Kellie CollierDecember 6, 2023