Personal Finance

Estate tax planning: Tips to help you pass on your wealth

Thrivent, December 2022

You can minimize the impact of "death taxes" through thoughtful estate tax planning. The first step is understanding the nuances of how taxes fit into wealth transfer strategies.
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Do I need a will? How it works & what to consider

Thrivent, November 2022

If you're an adult who owns anything, even if you have minimal assets and no children, you need a will. It's even more important if you have a family. The good news is that creating a will doesn't need to be complicated.
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Tips for Buying a New Car in Today's Market

Next Avenue, June 2022

Buying a new vehicle today takes resourcefulness, patience and flexibility. Healthy doses of luck and digital savvy go a long way, too. This story shares some things buyers should know to prepare for the topsy-turvy road ahead.
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How much Social Security does a divorced spouse get?

Thrivent, May 2022

Just as marriages and government programs can be complicated, so can navigating Social Security after a marriage ends. This piece explores the rules about divorced spouse benefits and surviving divorced spouse benefits.
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Here's How Dual Enrollment Classes Really Work

Money, April 2020

Word on the street is dual enrollment courses can help lower the bill for higher education. Yet, while experts say such advanced courses do offer abundant benefits, saving money isn’t necessarily one you can count on.
See the story here.