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Beneficiary Designation – Yes, It’s Important!

Published by Teresa Milner There is a very important aspect of your life that you need to plan: beneficiary designations. Keeping your beneficiary designations up to date so your assets go to the loved ones you choose is an important aspect of your planning which is often ignored and/or overlooked. 

People Are Your Best Investment

Time… The thing everyone wants that none of us are able to produce. Time is possibly the most precious of commodities that we can possess. Time is the great equalizer; it cares not how rich or poor we are nor our social status.

Having the Conversation

The only thing worse than having a conversation about long-term care is not having a conversation about long-term care. A close friend of mine is currently faced with this issue as he grapples with his mom’s recovery from a recent medical incident.

Are You a Conservative Investor?

Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.

My Favorite Financial Planning App

Published by Andrew Rogers I had a realization not all that long ago, that in 6 short months (now 3), I would be walking across a stage at graduation and embarking on a new journey. A journey that replaced homework, with potential long nights at the office, replaced studying on a Saturday w …

Why You Should Know Your Family Index Number

Published by Paul West You can’t get to your destination if you don’t know where you are going. What is asset management? When you think about asset management, most people immediately think it’s all about how a wealth advisor invests your money.

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