Category Archives: Articles

JPMorgan Guide to the Markets – Q2 2019

Quarterly guide to the markets.

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Understanding Solo 401(K)’s

The perks of self-employment are plenty, but there’s at least one significant drawback: the  lack of an employer-sponsored retirement plan like a 401(k). Enter the solo 401(k), or what the ...

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JPMorgan Guide to the Markets – 3Q 2018

Click the link below to review the 3rd Quarter of 2018 Guide to the Markets, provided by JPMorgan. View the report

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JPMorgan Guide to the Markets – Q2 2018

Click the link below to review the 2nd Quarter of 2018 Guide to the Markets, provided by JPMorgan. View the report

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Recommended Articles for Same-Sex Couples

Articles we've read over the years that we'd like to share with modern families.

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10 Estate Planning Problems of Unmarried Couples

If you are part of an unmarried couple and do not have a valid domestic partnership recognized by your state, you could face many serious issues regarding your children, pets, money, property, health care, and estate.

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Health Care Directives for Florida LGBT Couples

Michael Wallman outlines the need for LGBT couples to setup Health Care Directives.

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Estate Planning for Non-Traditional Florida Couples

Michael Wallman explains the importance in Estate Planning for Florida's Non-Traditional or LGBT couples.

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