MoneySmart

Your Financial Future

What to look for in a financial adviser. MoneySmart

Read More »

Pros and Cons of Comingling Assets

. . . with your domestic partner

Read More »

Planning Strategies for Same-Sex Couples with an Age Gap

...for same-sex couples with an age gap. MoneySmart

Read More »

Bi-national Same-sex Couples

Challenges and solutions

Read More »

Before Tying the Knot…

...factors to consider.

Read More »

Social Security . . .and same-sex married couples

Even though we’ve heard a lot lately about the uncertainty of future Social Security benefits, the truth is that this…

Read More »

Identity Theft

How to guard against identity theft. MoneySmart

Read More »

Assisting a Loved One Who Has Cognitive Impairment…

...while protecting your own financial security. MoneySmart

Read More »

Charitable Gifting through Estate Planning

Throughout our lifetimes, there are certain charitable organizations that are likely to touch our hearts.

Read More »

Improper Titling of Assets…

...could lead to trouble down the road.

Read More »