Vawdrey Wealth Management

10/09/2026

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

10/08/2026

10/05/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

10/02/2026

Estate management can be a difficult subject and an uncomfortable conversation. That said, getting your estate on track can be vital for the well-being of your family. Not convinced? Unfortunately, too many people have either put off this task or let the discomfort overwhelm them. The good news is that you can change that today.

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

09/30/2026

When a new chapter starts.

09/29/2026

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education. On the other hand, the LLC offers a tax credit of up to $2,000 per tax return for any level of post-secondary education, including graduate courses, provided the taxpayer meets certain income requirements. This is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professionals to understand whether you might qualify for any tax credits before moving forward with AOTC or LLC.

09/23/2026

Should I Consider Life Insurance?

09/22/2026

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once that age is reached, your child can also use the money to pay for anything else. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.