Keeping You Informed 

May is Older Americans Month! Celebrate the healthy way with these tips for your mind, body, and finances. How are you taking care of yourself this month?

If your clients may be coming into an inheritance—whether that's money, property, or other assets—this article will help them prepare to handle the responsibility of additional wealth.

This article will help your clients understand the basics of an estate strategy and what needs to be included.

If you’ve accidentally deleted or misplaced a financial document, then you already understand the importance of backing up crucial files.

If you're a woman making all of the financial decisions for your household, you're in the majority. Sixty-nine percent of American women are living without a spouse or partner. Whether you're just starting out, have a well established financial strategy, or are already enjoying retirement, here are some things to keep in mind.1

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

Here are some smart money moved you might consider before saying goodbye to 2021.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.