Keeping You Informed 

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.

A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.

Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true. If you want to help ensure generational wealth for your family, here are 5 things you should know.

Around 20% of Americans provide custodial care to a loved one. It's likely you or someone you know has worked hard as a family caregiver. Here's the financial toll it can take, and what other options your loved ones may have.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.

With a baby on the way, there are endless details to keep in mind. From health insurance to car seats, here's what expecting parents should do to get ready for their new arrival.