When your partner in life passes on, several steps should be in place or addressed immediately to navigate through this very difficult time. When it happens (suddenly or anticipated), it isn’t easy to think logically and move forward. But tragicall
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Understanding investor behavior to make better retirement decisions. You have recently retired and decided that now that you have more time you will use some of that time to manage your investments. In order to make more informed investment decisions
Financial advisors are frequently asked for the single best piece of financial advice they could give an investor. We believe the single best piece of advice is to stay the course with an established, risk-appropriate, properly allocated, and well-di
Most of us need an effective and efficient estate plan to manage our assets during our lifetime or in the event we become incapacitated and to distribute our assets after death. Failure to have a plan often results in assets being distributed pursuan
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care
The initial client experience is a critical period in the client-advisor relationship. Having a personalized experience provides a strong foundation for establishing a long-term professional relationship. When advisors have a refined proc
BEFORE YOU ARE AGE 40 Create your personal “my social security” account at ssa.gov Check your statement every year to assure you are getting credit for all your social security earnings. BEFORE YOU ARE AGE 62 Check your social security statement