2024 Highlights The Year of Estate Planning brought invaluable insights and resources to support families in securing their financial legacies. As we wrap up 2024, here’s a look at the highlights—from informative webinars and new team milestones to a record-breaking Fall4Fitness challenge and heartfelt community involvement. Read More: Navigating Markets Through Election Cycles As election …
Estate Planning
The Costs of Probate Court
We’ve had a few articles in our newsletters this year covering the potential disadvantages of having an estate end up in probate court. First, let me remind you what probate is with a quick definition. “Probate is the process of validating a will. At its core, it is a legal procedure that takes a deceased …
April 2024 Newsletter
Q1 Market Insights The markets had a strong start to the year, with the S&P 500, Nasdaq, and Dow Jones each hitting all-time highs in the first quarter. In fact, the S&P 500 has reached 17 new record highs so far this year. The economy has remained resilient with low unemployment, strong consumer spending, and …
Should I Update My Estate Plan?
Estate Plan As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of …
To Trustee or Not to Trustee
Boy, oh boy, the roles and responsibilities of a trustee are extensive. It is not the type of job you want to go into with blinders on. This article is intended to provide information about this particularly important role and some alternatives if it turns out not to be for you. In addition, if you …
IWD Celebration
On March 8th, we had the opportunity to celebrate International Women’s Day, (IWD) with several women clients, friends, and community members. This annual IWD event is celebrated by women all around the world. We have slightly different goals for our celebration each year, with the following as this year’s focus: Meet new women in the …
Mom and Dad, We Need to Talk
Those words can strike fright, or at least trepidation, in many of us. In this case, we mean talking about family values and our wishes as we get older, and eventually pass. Having family or one on one conversations about the future is an important, but often overlooked, part of financial and estate planning. Hint: …
We Need to Talk…
Those words can strike fright, or at least trepidation, into many of us. In this case, we mean talking about family values and our wishes as we get older, and eventually pass. Having family or one on one conversations about the future is an important, but often overlooked, part of financial and estate planning. To …
January 2024 Newsletter
2023 Market Recap & 2024 Outlook Last year was a surprisingly strong year for the stock market driven by moderating inflation and an AI (artificial intelligence) boom. However, 2023 was really a tale of two markets Read More Tax Planning Changes on the Horizon Many of you may be aware of the potential …
Financial Planning for Retirees
Successful financial panning for retirees is often looked at as the goal of financial planning. However, the planning process does not end there. In fact, once you retire, there are many key events that a good plan should address and unique sets of challenges that go with them. Just today, we had a client comment …