Are You Prepared? If you are like most parents you are concerned about being allowed to get information, and make decisions, about your young adult college student in case of a medical emergency. Without the correct written authority, you may be unable to get information about your child because of the medical privacy laws. You […]
Continue reading…College Student Protection Plan™
Are You Prepared? If you are like most parents you are concerned about being allowed to get information, and make decisions, about your young adult college student in case of a medical emergency. Without the correct written authority, you may be unable to get information about your child because of the medical privacy laws. You […]
Continue reading…Retirement Account Basics for 2020
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was signed into law on March 27, […]
Continue reading…Time to Review Clients’ Retirement Accounts
The COVID-19 pandemic has led to volatile markets, resulting in retirement accounts with much smaller balances than only a few short months ago. In response to the economic fallout stemming from the pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was signed into law on March 27, 2020. The […]
Continue reading…Estate Planning as a Powerful Exercise in Optimism
Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you can resist the pull of negativity and embrace the beneficial results of positivity. This is not just an attempt to […]
Continue reading…Helping Clients Create Positivity with Their Estate Plan
Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, help your clients resist the pull of negativity and embrace the beneficial results of positivity. This is not just an attempt […]
Continue reading…Financial Literacy Month: Are All of Your Financial Ducks in a Row?
In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress have passed similar resolutions since then designed to encourage financial literacy so that individuals are better prepared to manage their money, credit, and debt. Nevertheless, in the fourth quarter of 2019, U.S. household debt, […]
Continue reading…Family Offices: Clients Want Their Own Wealth Team
Since 2017, the number of single family offices has grown substantially, with 3100 offices in North America. As the economy has surged, the number of families with millions in assets to invest has increased correspondingly. As a trusted advisor, you play an important role in managing the wealth of these families—and managing the risks associated […]
Continue reading…Helping Single Parents Protect Who They Love Most
In 2019, there were over eleven million single parents with minor children in the United States.[1] It’s likely that some of those single parents are among your clients. For single parents, making sure their children are provided for is probably the top financial and estate planning concern. They worry about whether there will be sufficient […]
Continue reading…Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future
In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make self-sacrificial efforts to care for their children’s needs, and encouraging family members, friends, and communities to help provide an optimal environment for their children. As […]
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