While there is never a good time to discuss the passing of someone so admired and revered, this is also one of those opportunities for everyone to learn about the importance of legacy, estate, & financial planning! An opportunity to educate oneself from events so tragi...
A financial and retirement crash, what? Have we totally flipped? Well, not exactly! You see, we are not inferring a stock market crash, nor are we suggesting you s...
The Christmas season is finally here. Even though we like to think of the holidays as a time of fun and family, the truth is that there is also a great deal of stress attached to this time of the year. From entertaining to buying gifts to travel, the stresses on your b...
Things are looking good. Really good. We’re riding high in the longest bull market in history, the Dow closed at a record 26,616 last January, and unemployment is down to 3.9% in August.1 What could be better?
Retirement planning, for starters. Despite the glo...
Are your beneficiary designations up-to-date? All of them? Are you sure?
Most people have a good idea who they want to name as beneficiaries, but often, many fail to keep beneficiary designations in step with their intentions. Marital changes and changes to family statu...
