Blog
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to Assess the...
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a...
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses. Only 47% of Americans have completed home a inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in...
Alternative Investments – Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity. Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are...
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions. If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider. How much can my business afford to...
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft. We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need to consider a few proactive measures to help protect against this pervasive...
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates. Once an estate strategy is in place, it should only require periodic reviews to check that it still reflects your wishes. However, life events such as...
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being. In today's fast-paced world, financial stress has become a part of life for some. The anxiety and pressure associated with money matters can create a vicious cycle, affecting both mental and physical...
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need. “This generation got no destination to hold...We are volunteers of America”“Volunteers” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane...
