Navigating Financial Documents: Why You Need a Will, Trust, or Directive and Who to Consult
By Wesley Howard Triani When we think about financial planning, we often focus on saving for retirement, managing investments, or sticking to a budget. However, equally critical—and frequently overlooked—are the financial documents that ensure your wishes are honored when you can no longer make decisions for yourself. Wills, trusts, and directives are the foundation of […]
Maximizing Your Employer Benefits: How to Make the Most of Your 401(k) and Beyond
By Wesley Howard Triani Employer benefits are one of the most valuable tools for building a secure financial future, yet many people don’t fully take advantage of them. From retirement savings plans like 401(k)s to health savings accounts (HSAs) and professional development opportunities, your employer’s benefits package can be a powerful resource for achieving your […]