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10 Things to do with a Bonus

Jan 25, 2022
Before you spend your bonus or other financial windfall, take some time to consider how you might use the money so that it has a lasting impact on your life and other people's lives. Here are a few ideas.…

Financial and Legal Tips for New Parents

Jun 16, 2020
Here are some helpful tips for providing a solid financial foundation for your child. After the birth or adoption of a child, there are three financial and legal things that generally should be taken…

Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

Retirement Cash Flow Management

Aug 26, 2020
What comes to mind when you think of retirement planning? Was it saving enough money to live the lifestyle you’ve envisioned and to do the things you’ve planned? It’s great if that came to mind and this…

Your Social Security Statement: Making sure you receive the correct benefits

Sep 08, 2020
Even if you are decades away from retirement, it’s a good idea to review your Social Security Statement annually to help ensure that you receive the correct benefit amount when you retire. What is a Social…

The Two Estate-Planning Documents You Need for College-Bound Kids

Sep 10, 2020
Estate Planners are seeing a new trend where their clients are increasingly requesting to put estate-planning documents in place for their college-bound kids. This aligns with the new data that shows young…

What to Do in the Year Before Retirement Part 3

Feb 25, 2021
In the year before retirement, there is a lot to plan to ensure you have met you goals and are financially ready to retire for the rest of your life. Here are some tips and considerations to think about. Decide…

Signs That It Is Time to Review Your Life Insurance Coverage

Oct 15, 2020
As your life changes, so may your need for life insurance. To help ensure that your coverage stays in sync with your changing needs, it is important to review it periodically, as well as when major changes…

3 Legal Documents You May Need if You Become Sick or Injured

Oct 29, 2020
 Here are the three legal documents you may need if you become sick or injured:  1. Health care proxy. A health care proxy, also known as a durable power of attorney for health care, is the document…

Giving the gift of Education with a 529 Education Savings Plan

Nov 24, 2020
If you want to give a gift to a child that will have a lasting impact on his or her life, consider contributing to the child’s college savings plan using a 529 Savings Plan.   Why use a 529 plan? 529…