Now that we are in March, we are well past the point at which most of us have abandoned our New Year’s resolutions. As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.1 But while goals like losing weight and building strength remain popular, there is […]
Continue reading…The Wealth Advisor
Who Is Part of Your Professional Team?
If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list that often gets overlooked: the list of […]
Continue reading…Spring Cleaning: Lists You Need to Get Your Affairs in Order
Do You Know What You Own? Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, while the average net worth is just over $1 million, according to the Federal Reserve, the central bank of the United States.1 The median gives a more accurate picture […]
Continue reading…Helping Clients Share the Love
How Spousal Lifetime Access Trusts Can Secure Your Clients’ Futures February is a time of transition. It falls between the height of winter and the start of spring and smack-dab in the middle of tax season. During this time, clients may be thinking about tax scenarios but are not quite ready to implement solutions. They […]
Continue reading…Incapacity Planning Information Your Clients Need to Know
Why Your Clients Need to Worry About Incapacity Planning Death is the elephant in the room when it comes to talking about estate planning with clients. To avoid causing undue distress, we often edge around it, referring to heirs and beneficiaries or using terms like pass away or pass on. This is something of a […]
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