Make Estate Planning Part of Your New Year’s Resolutions
As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals ...
SECURE Act 2.0: How the New Legislation Could Impact You
At the end of December, Congress passed the SECURE Act 2.0 as part of the omnibus spending bill. The Act ...
Engaging Both Partners: Why It’s Critical to Include a Non-Financial Spouse in Planning Discussions
Relationships are many things, and one of those things is a financial partnership. But what happens if one part of ...
Domestic Partnership vs. Marriage: Financial Considerations
In the past, marriage was often considered the traditional next step as relationships progress and couples start planning for their ...
Don’t Let Holiday Gift Giving Derail Your Financial Plan
As Black Friday and Cyber Monday fast approach, it’s a good time to think about how much you really have ...
2022 Year-End Planning Tips
In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is ...
4 Reasons to Stay Invested for the Long Run
2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what ...
Special Needs Planning – FAQs
Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover ...
Why We Need to Talk About Money and How to Get Started
A few years ago, I was out on a hike with my friend when she asked me a question: “Are ...
Financial Advice: An Art or a Science?
Over the past three and a half decades as a financial advisor, I have experienced my fair share of difficult ...
5 Planning Steps to Consider Before Year-End 2022
As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...
Striking the Balance: 10 Tips for Managing Burnout While Building Your Career
Like millions of folks around the world, my life took a complete turn in April of 2020. Within seven days, ...
