Stern & HeatwoleApr 13 min8 Things to Consider Before Buying Your Aging Parents HomeIf you plan to pass real estate down to your adult children or inherit a home from your senior parents, find out what factors to discuss
Stern & HeatwoleMar 14 minFinancial Tips for Female BreadwinnersFind out reasons women often shy away from managing family finances, why this could be detrimental, and advice for female breadwinners......
Stern & HeatwoleAug 1, 20215 minA Crash Course in 529 Plans and Their Impact on Financial AidWhen you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool.
Stern & HeatwoleJul 1, 20215 minEstate Planning for LGBTQ+ Married CouplesAfter the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.