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Financial Considerations of Widowhood: Weekly Update- 2/17/17

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Financial Considerations of Widowhood: Weekly Update- 2/17/17

Losing a spouse is never easy – and a difficult topic for many to think about. But when you become a widow or widower, moving beyond the grief to address important financial items in your life is essential. Whether you recently lost your loved one or you need to prepare for the road ahead, here are some financial considerations that will help you keep your financial house in order.

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The Unique Financial Needs for Multigenerational Families: Weekly Update – 2/10/17

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The Unique Financial Needs for Multigenerational Families: Weekly Update – 2/10/17

Financial lives are inherently complex and require thoughtful perspectives and strategies for yourself and your loved ones. And you have even more financial nuances to organize if your family has two or more adult generations living in one household or has both grandparents and grandchildren.

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Weekly Market Commentary 2-6-17 to 2-10-17

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Weekly Market Commentary 2-6-17 to 2-10-17

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Five Financial Questions to Ask in Retirement: Weekly Update 2/6/17

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Five Financial Questions to Ask in Retirement: Weekly Update 2/6/17

Enjoying a comfortable retirement depends on how well you prepared ahead of time to support your desired lifestyle – and how well you keep a pulse on your financial wellbeing after your retire. You may need to periodically check in and ensure you can continue to afford retirement and healthcare needs, no matter how much planning you did beforehand. To help you analyze your financial standing, here are five financial questions to ask yourself in retirement.

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February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized Deductions

Monthly Newsletters

February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized Deductions

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

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Charitable Planning with a Donor-Advised Fund

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Charitable Planning with a Donor-Advised Fund

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life.

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Why You Need to Name Your Beneficiaries: Weekly Update 1/26/17

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Why You Need to Name Your Beneficiaries: Weekly Update 1/26/17

Life insurance and annuities can bring protection and retirement income that is essential for many people’s financial needs and goals. And when you purchase these items, you gain the opportunity to name beneficiaries who will receive distributions after you pass away.[1] This article provides insight into why you name beneficiaries and how doing so can help protect you and your estate.

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The Cost of Healthcare and  Elder Care in Retirement: Weekly Update 1/20/17

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The Cost of Healthcare and Elder Care in Retirement: Weekly Update 1/20/17

When preparing for retirement, imagining the new lifestyle you’ll embark on can be exciting. From travel to family time to relaxation, a fulfilling retirement looks different to each individual. But preparing for the quality of life you desire goes beyond simply ensuring you can support your daily costs and fulfill your dreams.

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Reasons to Revisit Your Life Insurance Policies: Weekly Update 1/11/17

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Reasons to Revisit Your Life Insurance Policies: Weekly Update 1/11/17

For most of your adult life, you’ve had the protection of life insurance to help safeguard you and your family. But as your life evolves, your family’s needs and financial goals will inevitably change, too. With every transition and milestone, you should take the time to revisit your life insurance policy to make sure you have the coverage you need. Here are some key reasons to take a second look at your life insurance.

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2017 Tax Planning

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2017 Tax Planning

Time to Plan Your Year-End Taxes We’re in the midst of the holidays, travels, family gatherings and more. And though life is busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. 

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