How to Make a Wealth-Transfer Plan
November 2, 2020
A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your
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The Importance of Long-Term Care Planning
November 2, 2020
Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily
How to Make Charitable Giving Part of Your Financial Plan
August 26, 2020
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard,
Keeping Emotions at Bay During Virus Volatility
May 19, 2020
Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The
5 Tips for Navigating the Coronavirus Crash
April 15, 2020
When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for
Leave a Lasting Legacy: Consider Your Impact on the World
March 12, 2020
Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck
Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments
February 28, 2020
Stocks fell sharply this week as the world responds to the coronavirus (COVID-19). By the close of the U.S. market on Thursday, the S&P 500
Answers to 3 Big Questions on Clients’ Minds
February 26, 2020
The start of the year is the season for market updates. Financial advisors often host events for their clients during the winter months, providing presentations
What the SECURE Act Means for Your Retirement
February 14, 2020
On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for