Long-Term Care Insurance: Do you need it?
As people approach retirement, one of their biggest financial concerns is the possibility of needing long-term care. For some, this fear stems from a family history of care needs; for others, it’s […]
The Importance of Planning for the Unexpected
If you have ever worked with a financial advisor, they likely asked you if your estate planning documents are in place or whether you have evaluated your life insurance coverage. Like many […]
Charitable Giving: Stock Donations, Donor Advised Funds and Qualified Charitable Distributions
As the end of the year approaches, many people decide to make donations to local charities. If this is something that you typically do, consider making your donation via stock rather than […]
Precautions to Protect your Personal Data
Company data breaches have become more frequent every year. In 2024, hackers have compromised customer data everywhere from AT&T and Ticketmaster to Dell and Roku. As the list of companies that have […]
Private Equity: Should it be a part of your portfolio?
You may have heard about private equity but also may not know very much about it. Many investors are not aware that by investing only in the public equity markets, or those […]
Unclaimed Property: How to Track Down Lost Assets
If you have switched jobs in the past, you have likely left a retirement plan or two behind and have a new plan with your new employer. If you do this multiple […]
Life Insurance: Understanding Its Applications and Benefits
Life insurance can have more uses than people realize. Read our article to uncover its versatile benefits and practical applications in safeguarding your future and financial security.
Succession Planning for Business Owners: Where to Start
If you own your own business, you are likely very busy both growing your business and propelling the day-to-day business operations forward. Consequently, many business owners don’t have as much time as […]
Year-End Tax Planning
As the end of 2023 approaches, it’s time to start thinking about year-end tax planning. While some things are out of our control when it comes to taxes, others are within our […]
Wire Fraud: A Cautionary Tale for Clients
We’ve all heard of wire fraud and have likely seen many cautionary tales on the news, thinking that we would never be the victim of such a crime ourselves. Many of us […]