Your Clients’ Legacies: How Do They Want to Be Remembered? As trusted advisors, we often discuss with our clients all aspects of the future, whether it be their financial future, the future support of their loved ones, or what the future will look like when they are no longer a part of it. Epitaph Day […]
Continue reading…The Wealth Counselor
Estate Planning Awareness Week Is Almost Here
Top 3 Reasons Your Clients Need an Estate Plan Although we live in a world where information is easily accessible through the internet, there are still many misconceptions surrounding estate planning. Most individuals do not dedicate their time to learning more about a topic that they do not believe they need or could benefit from. […]
Continue reading…Hunger Action Month
September is recognized as Hunger Action Month, originally established by Feeding America in 2008. Hunger Action Month is an annual nationwide campaign that occurs each September to raise awareness about hunger in America and inspire action. According to the USDA, more than 34 million people, including 9 million children, are food insecure. Food insecurity is […]
Continue reading…Help Your Clients with Their Self-Care This September
September is National Self-Care Awareness Month. The purpose of this observance is to raise awareness about the importance of regular self-care. What constitutes self-care can vary widely depending on who you are speaking to. Regardless of the exact definition, taking action to engage in self-care is essential to overall emotional and physical well-being and should […]
Continue reading…Help Your Clients Celebrate the Upcoming Holidays with an Up-to-Date Estate Plan
National Grandparents Day: Three Things to Consider Before Your Clients Make a Gift to Their Grandchild Grandparents often love the opportunity to shower their grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of their grandchild’s wish […]
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