News and Articles
News, articles and insights on the latest market updates and financial trends to help guide your journey.
Individual Term and Employer-Provided Policies
In previous articles, we discussed the basics of life insurance and provided examples of who should be covered. This article will focus on two types of life insurance: individual term and employer-provided policies. There are several similarities, but they also have...
Who Needs Life Insurance?
The previous article covered the basics of life insurance – the contract between the insurer and policy owner, factors that affect life insurance premiums, and uses for life insurance. This article will focus on examples of who needs life insurance. It will also look...
Is It Time to Hire a Financial Advisor? – Part 4
This last article in our series Is It Time to Hire a Financial Advisor? explores two scenarios that occur more than you might think. It is important to realize how a financial advisor can be a benefit if you’ve recently received a large sum of money or are looking to...
Selecting the Right Financial Advisor in 2023
Hiring a financial advisor is no easy task. When looking for someone you trust to manage your money and help you reach your financial goals, there are many complexities you have to take into consideration. Follow our guide for determining what you need from a...
Your Guide to Family Gifting
With the end of the year quickly approaching and generosity in the air, it’s a perfect time to revisit your plans for giving gifts of cash and assets to your family. Careful planning can help you benefit someone in need, as well as round out your own tax and estate...
Embracing the Benefits of Charitable Giving
In 2021, Americans donated $484.85 billion, with 67% of that coming from individuals. If you’re considering charitable giving, an intentional, tax-efficient strategy can enhance the power of your donations and build a meaningful legacy for generations to come....
Ending the Year on Track: Your Financial Planning Checklist
Adhering to your financial plan throughout 2022 may have been a challenge with rising inflation, natural disasters, roller coaster markets and international turmoil. As we enter the final weeks of the year, we’re encouraging clients to take stock of any final year-end...
What to Expect from Your First Meeting with an Advisor
Making the decision to work with an advisor is an important first step in your financial journey. During your initial meeting, you’ll learn about the value your prospective advisor can provide, and both parties will decide if the relationship is a good fit. Getting...
Personal Financial Wellness: A Recipe For Living A Better Life
With today’s headlines, you might be wondering if your financial situation is secure. Taking stock of your finances can be a great place to start establishing financial certainty. While evaluating your financial picture and addressing your financial wellness might...
Sticking to Your Financial Plan During a Life-Changing Event
Everyone experiences life-changing events – lots of them. According to Bruce Feiler, author and researcher, major life changes tend to occur every 12-18 months, while what he refers to as “lifequakes” occur three to five times throughout a person’s life. These massive...