Thanks to all who attended our excellent presentation by Dr. Sam Sears. He provided some valuable insights on reducing stress and improving your health, well-being, and longevity. If you didn't get a…
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may…
As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Commonly, people…
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of…
A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to…
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of…
If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you love and…
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children…
Being named the executor of a family member’s (or other loved ones') estate is, in many ways, an honor. The decision shows that the person saw you as a highly…
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