Dollars & Sense Blog

Want more detailed information on loans, renting vs. buying, credit scores, or finances? Check out our blog!

Why a Total Return Trust?

Among the reasons clients utilize trusts as their estate planning tool of choice are: avoiding probate, maintaining privacy, or minimizing income and estate taxes. The primary attraction, typically, is the desire to maintain direction and control over assets after they pass.

The COVID Business Cycle

It is no surprise the COVID-19 Pandemic caused both the United States economy and the global economy to come to a screeching halt early in 2020.

Staying Safe While Shopping Online

With the convenience of online shopping comes the risk of having your information stolen by scammers looking to take advantage of you. Follow these helpful tips to keep your finances and personal information safe this holiday season.

Stay Safe While Traveling This Summer

Summer is finally here! We want you to stay safe and have a good time when you travel. Here are some safety tips to take into consideration as you plan your big trip: