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Living Will vs. Durable Power of Attorney
Retirement

Living Will vs. Durable Power of Attorney: 8 Differences to Know

Here are eight differences between a living will and a durable power of attorney.

The Sum Up Digital End of Life
Money Management The Sum Up Retirement

The Sum Up: A digital approach to end-of-life planning

A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

On the + Side

On The + Side: Cartoons, Top Nine and Clean Desks

2020 was a bumpy ride, and we’re ready to close that chapter and move on to 2021. We are so grateful to our community for getting us through a rocky year!

Florida Probate Rules
Money Management Retirement

End of Life Planning 101: 8 Critical Florida Probate Rules

To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.

Money + Love Part I
Money Management Making it Count Family Finances

Money + Love Part I: Are We Financially Compatible?

Welcome to Part I of our Money + Love mini series where hosts Cristina and Will discuss financial compatibility in relationships with three special guests.

Last Will and Testament
Money Management Retirement

10 Best Practices for Preparing a Last Will and Testament

The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.

The Sum Up: millennials denied credit cards
Credit Cards The Sum Up

The Sum Up: Nearly 1 in 5 millennials has been denied a credit card this year

A recent article on CNBC revealed some interesting trends for both the country as a whole and for Millennials in particular. Here’s what you need to know.

Money + The Holidays Part III: Wrapping Up Your Finances at EOY
Money Management Holidays Making it Count

Money + The Holidays Part III: Wrapping Up Your Finances at EOY

We wrap up our Money + The Holidays mini series with a discussion on why it is so important to evaluate your finances this time of year.

Examples of Credit Card Fraud
Credit Cards Security Fraud Prevention

7 Common Examples of Credit Card Fraud & Online Shopping Scams

In this article we cover seven common examples of credit card fraud and online shopping scams that you should know about.

Credit Card Security
Credit Cards Security

9 Must-Have Credit Card Protections for Safety & Security

It is essential to protect your credit cards. Here are the nine must-have credit card protections you need now.

The Future of Consumer Payments
Credit Cards The Sum Up

The Sum Up: The Future of Consumer Payment Methods in a Post-Covid-19 World

A recent article in Payments Journal outlined the evolution of payment methods. Here are the key things we think you should know.

On the + Side

On The + Side: Holiday Lights, Avocados and Local Makers

We’ve enjoyed sharing the plus side of life with all of you this year! Check out our final On The + Side post for 2020.