June 17 webinar: Common estate planning gaps high-net-worth families should review. Register now

June 17 webinar

Common estate planning gaps high-net-worth families should review.

Financial Planning

Cybersecurity Protection Tips

Cybersecurity attacks continue to be on the rise.

What is a Fee-Only Wealth Management Firm?

If you’re looking for a wealth management firm, you may have encountered different terms describing the way the firm is compensated. Two common ones are fee-only and fee-based. While they sound similar, they do not have identical meanings.

Financial Planning: An Approach, Not a Product

Perhaps your cousin’s best friend is an insurance agent who provides financial planning. Or maybe your neighbor’s brother-in-law was bending your ear at a recent barbeque about how annuities are key to an effective financial plan. So, you may be wondering, what exactly is a “financial plan”? And when different people use that term, are...

To Everything There Is A Season — Is Downsizing On Your Horizon?

“Turn! Turn! Turn!” written by Peter Seeger and made famous by The Byrds was released in 1965. If listening to this song on the AM station was part of your early memories, then you are probably thinking about downsizing or soon will be. Downsizing is a time to break things down and a time to...

Small Business Owners: Is Your Next Great Employee Living under Your Roof?

As recently as 50 years ago on family farms and ranches across America, it was common to see two or even three generations actively involved in running the enterprise.

Getting Ready for Maternity and Paternity Leave

For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition...

The Value Of Good Advice And How To Tell If You’re Getting It

The economic and market turmoil during the past year, most of it caused by the pandemic, has brought into sharp focus for many investors the vital importance of dependable, professional advice about investments and financial planning. Especially when emotions are high, having an experienced wealth manager who is ethically and professionally committed to providing counsel...

10 Ways To Celebrate Independence Day

I proudly served in the U.S. Army from 1991 to 1992 as a medic. My time serving makes me appreciate being a U.S. citizen. This holiday, I hope you do something enjoyable with family and friends. Here are ten ideas — I will likely do a mixture of them all!

Planning Checklist for Those You Care About Most

This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisors. The time to get these professionals involved is before an...

Financial Planning for a Loved One with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

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Financial Planning

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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