Getting Remarried Soon? Add These 5 Financial Tasks to Your To-Do List
Embarking on a new journey, like marriage, is exciting. And for those who are entering into their second or third marriage, this can be a time for fresh starts and …
2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup
Summer is finally in full swing, meaning we’re already about halfway through 2021. After a year like no other, we’re all excited to enjoy the warm weather with friends and …
5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life
The events of last year may have taken a toll on your financial situation. For those who had a financial advisor during that time, they were guided through all the …
6 Questions You Should Be Asking When Hiring a New Financial Planner
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners …
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to …
Estate Planning as an LGBTQ+ Couple: 6 Considerations to Make During Pride Month
The LGBTQ+ community faces many challenges to estate planning. Family issues and differing laws between states can make the process of planning more complicated. In an effort to protect assets, …
Setting Up a Trust Fund
Popular culture has created an association between trust funds and the wealthy. It’s a gift rich parents bestow on their kids, or worse, a way for the super-rich to hide …
Memorial Day Weekend Is Here: Where Does the Travel Industry Stand as Summer Kicks Off?
The travel industry has begun to see growing demand as we move closer to summer. However, not all travel will be the same, as much of the demand is directly …
Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce
After 27 years of marriage, high-powered business and philanthropic couple Bill and Melinda Gates have announced on May 3 that they are divorcing. Bill Gates, the co-founder of Microsoft, is …
Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter
If you’re like many Americans, you’ve been hit by a hefty dose of winter recently. Even if you’re used to snowstorms, heavy rains and bitter cold, there are things you …