Blog

Going paperless at any age

The technology to go paperless has been around for decades, but it's one of the applications that has been the slowest to adopt. But "going paperless" means different things to different age groups. Let's look at them

Fire Up Your New Year Program

Are you ready to develop the self-confidence and motivation you need to make positive changes in your life? If so, this webinar will assist you in discovering what’s blocking you from creating the life you deserve.

How the stock market is like a soap opera!

The stock market is just like a soap opera! If you spend time watching it every day, especially throughout the day—it can be a wild ride.

Would your kids be able to handle your estate?

An invaluable gift you can offer your heirs is to make that process as easy as possible.

The Fiduciary Standard and You

In the investment field, there are two primary parties who are able to offer investment advice to individuals. These parties are investment advisors and investment brokers who work for brokers-dealers.

Widowhood: Grief has many faces

Grief has many faces. As the widow, you are consumed by the loss of the person, your “Person”, who touched every aspect of your life, leaving a void everywhere you turn, without respite. The intimacy partner, the co-parent, the sounding board, the co-conspirator, the best friend, the cheerleader, the lover, the financier and the handyman. Indeed, widowhood starts with what’s called the “primary loss” of the person who died.

Build your families core values and guiding principles

In addition to improving your family's Return on Life, writing your family's guiding principles can be a fun activity that aligns everyone to shared values and goals. To create guiding principles that inspire and endure, follow these four steps.

IRA and 401(k) beneficiaries: Life under the new RMD regulations

Feeling uncertain about how to apply the SECURE Act to RMDs? Here's how.

The Single Life: a poem

Every once in a while we like to feature a post by a colleague or friend. George Weir was a dear friend who wrote poetry for much of is life, and especially after his wife Hazel passed away. He often reflected on his time served in WWII, as well as, his career in the moving business. Enjoy.

Donor-advised funds: feeding the soul

A donor-advised fund is a simple, cost-effective, and easy vehicle for establishing your philanthropic strategy. Learn more.

Financially navigating the sandwich generation

An important message for those in the Sandwich Generation: supporting others should not mean sacrificing your own financial well-being. And by addressing the issue head-on, you won’t have to.

A retirement income map for single women

Whether you’ve been single all your life or became single again after a divorce or widowhood, you will likely be making most (if not all) of your retirement planning decisions on your own.