Keeping You Informed 

January is Financial Wellness Month, a time to check-in with your financial strategy.

This article will be about classic finance books that have stood the test of time and provide relevant financial tips.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

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.

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

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.

For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.

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?