Blog & Articles

Ask Yourself These 3 Questions to Determine If a Trust Is Right for You

September 25, 2019

Do you have a will that provides instructions about how your assets should be distributed after your death? If so, you’re in the minority. According to a 2019 survey from Merrill Lynch, nearly half of Americans over 55 do not have a will.1 While a…

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Your First Year of Retirement:

September 17, 2019

Why It Can Be More Stressful Than You Think Are you preparing to retire? If so, this is probably an exciting time. You’ve worked and saved your entire career to get to this point. Very soon, you’ll be able to spend your time as you…

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Is September the Worst Month for Investing?

September 12, 2019

Fall is here. Ok, it’s not actually official until September 22. However, the unofficial start of fall arrived in late August. Starbucks added pumpkin spice drinks to their menu. For many, that’s a surefire sign that cooler weather, football, and fall bonfires are right around…

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Do Our Attitudes About Money Help or Hurt Us?

September 3, 2019

Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one,…

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Women & Retirement Planning: Two Unique Challenges

August 27, 2019

Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study…

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Updating Your Estate Plan

August 21, 2019

An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions on your behalf…

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Not Your Parents’ Retirement:

August 13, 2019

How Retirement Has Changed Over the Last 30 Years The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned. There was no Uber or Airbnb. Social media was unheard of and virtual reality was…

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Will You Avoid These Estate Planning Mistakes?

August 7, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid. Doing it all yourself.…

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