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The Advisor Blog

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Home Appliance Economics

The prices of major home appliances fell 19.5% over the three years between April 2022 and March 2025.

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Navigating Financial Conversations with Aging Parents

Having a conversation with your parents about their finances can seem like a daunting task.

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Avoiding Probate with a TOD Deed and TOD Account

If you want to leave your home to your children or other heirs and keep the property out of the costly and time-consuming probate process, you could place your home in a living trust.

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Community Team Spirit And Cohesion
Nonprofit Boards: New Challenges and Responsibilities

The days are long gone when nonprofit boards were made up of large donors who expected that little more would be asked of them beyond socializing at the occasional fundraiser.

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Time for a Financial Cleanup: Organizing Your Financial Records

An integral part of managing your personal finances involves properly maintaining your financial records.

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