Financial Planning

Estate planning is boring...unless you haven't done it well. Then it's terrifying. It's easy to tune out reminders to get your legal affairs in order. But if you've ever dealt with a poorly executed will or sloppy or non-existent estate planning, you will quickly appreciate the reminders to update your will and other legal documents. ...

Medicare is back in the news with significant changes on the horizon if proposed budget cuts go into effect. Here's a reminder of what's scheduled to happen in 2025 and 2026 as of today. Stay informed. ...

When considering how to pass your assets on to the next generation or other beneficiaries, you have many options. One tool in your estate planning toolkit is the transfer-on-death account. ...

The Cuyahoga County Fiscal Office is once again hosting Great Estates Program outreach events to help residents avoid unnecessary costs and delays when settling an estate. ...

Grab your statements and assemble your receipts; it's time to pay taxes. While the chore can be daunting, there's plenty of help (the free kind) around. We've got a partial list to help get you on your way. ...

Honest conversations about money can help build trust, reduce stress, and set the stage for a secure and successful relationship. Because in love and life, financial harmony matters. ...

For Thrive's spring issue, we're working on a story about retirement. Everyone approaches it differently with goals and lifestyle changes that suit their personality and pocketbook. What's yours? ...

Without knowing your passwords, personal representatives and family members may not be able to access your data and property stored on a computer or smartphone, or in the cloud and online accounts. ...