March 2017

Debt and Death

Debt and Death: What Happens? What happens to your debts after you die depend on various factors:  what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind.   Dealing with debt at any time […]

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Protect Against Tax Identity Theft

It’s that time of year again … tax time!  Assembling what we have earned and spent the year before is upon us to complete the requisite tax filings. Fraudsters seek to enter this season by obtaining names, social security numbers and other personal information to obtain a refund.  If they “beat us to the punch”,

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The Living Planner Advisory Perspective Series – Windus Fernandez Brinkkord

The Living Planner Advisory Perspective Series provides you an opportunity to meet professionals who play a role in crafting strategies and plans for your life. This month, the focus is on financial planning.  Financial planning allows us to provide a road map for our money.  When we create cash; having plans to help budget, invest

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