Blog
Your Quarterly Medicare Newsletter
Are you already planning for the end of the year? Where did the time go? In this edition, we’ll be looking into navigating Medicare for the first time, particularly if you are under the age of 65.Don’t forget Medicare travel insurance when you are away from home for...
A Primer on Irrevocable Life Insurance Trusts
"I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money."Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate...
“5 Things You Should Always Tell Your Financial Professional” Part 5
Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank...
A Cheat Sheet for Sending Your Kid to College
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition. Accept that the Parent-Child...
“5 Things You Should Always Tell Your Financial Professional” Part 4
In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.Securities offered through Registered Representatives of...
Put It in a Letter
American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I'm not going to get the girl, and second, I'll get a cheap funeral before the picture is over.” Most people don’t spend too much time thinking about...
“5 Things You Should Always Tell Your Financial Professional” Part 3
Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.Securities offered through Registered Representatives of...
Investing for Impact
Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role. In the past, some investors regarded...
“5 Things You Should Always Tell Your Financial Professional” Part 2
Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.Securities offered through...
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things...
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