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5 Financial Documents Every 20-something Should Have

12-4-14 from Financial-Planning.com “Most young adults don’t think about wills and estate planning are things they need to be concerned about — at least for now. Yet all adults, no matter their age, should have some type of estate plan. Young adults likely do not need anything complex; just a solid foundation that can be Read More

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Tax Trick – When to Start Social Security

Financial-Planning.com   August 5, 2014 “Most seniors claim Social Security at age 66 or earlier but they don’t have to do so. “I typically recommend that clients wait until age 70 to take benefits,” says Mark Lumia, CEO of TrueWealth Group in Lady Lake, Fla. The obvious reason to wait is an 8% annual increase Read More

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A Financial Planning Guide For Expectant And New Moms

Forbes.com  May 3, 2014 …. “here are some key things that every expectant mother, especially first-time moms, should be thinking about from a personal financial planning standpoint: …. “**Wills, Trusts and Estate planning – Everyone who has or is expecting a child should have a will. No exceptions. The same goes for having a trust Read More

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  • "Ms. Wall has been of great assistance in competently preparing our family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients who characterizes a great attorney and counselor."  -LN

  • "Dear Genny, On behalf of our family, I want to take a moment to thank you for your time, patience, expertise and especially your kindness while helping us manage the affairs necessary after our Mother’s passing. You may remember commenting that we all seem to get along and how rare that was in your experience. Fortunately, we can appreciate what our parents had worked hard to be able to pass on to us. Having someone of your expertise to help guide us, made it all the easier! Thank you again. May you continue to enjoy personal happiness and professional success."  -Best regards. – MB

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