We all talk about financial readiness, but are your beneficiaries prepared for what comes next? What do your heirs need to know about your assets and their future? Join us on Consider This Program to

Your life after work is more than just saying goodbye to a paycheck from an employer. It is part art and part science. For example, how and when do you take social security? What numbers matter most w

We will have a refresh on the difference between a fiduciary advisor and a suitability advisor. From there, we will teach you how to take the next steps in bringing on a better financial partner and w

Taking away the keys is one thing, but the checkbook is a whole other conversation. Planning ahead for this tough talk can make it easier for you and your parents when the time comes.   Connect with F

What is a trust, and do you need one? Those are two frequent questions we get asked when working with families. Trusts are powerful estate documents that help care for you when you are still around bu

Managing money is not for everyone. What are the seven things your kids need to know regarding money that keep them from becoming financially independent? Consider these seven things to do for their f

Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What happens when life takes a tur

Like it or not, men die first the majority of the time. There are families where one spouse does the short term and the other the long term planning, but it is rare. What happens when life takes a tur

Tax planning and tax preparation are two different things. Women typically live longer than their spouses, so they must be prepared to file as a widow or men as a widower. What does that mean for your

When to move out, move up, or make a change in where you live. Life changes and will continue to change as we age and as technology and services adapt to an increasing population of seniors. We will d