Categories

Estate Planning

Is it Time for a Financial Checkup? by Scott Montgomery, CLU, ChFC

Posted October 21, 2020

Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]

Think Before your Click to Protect Yourself from Identity Theft by Eric P. Zeitlin

Posted October 15, 2020

Hardly a week goes by without news of another data breach or similar situation in which individuals’ personally identifiable information is exposed. Even some of the most well-known and respected brands, including Equifax, Target, Sony and FaceBook, have been targets of attacks. As criminals get more creative in the ways in which they commit these […]

You’re Never Too Young to Begin Estate Planning by Jamel Gordon, CFP

Posted September 30, 2020

Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]

Financial Tips when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC®

Posted September 24, 2020

According to the Pew Research Institute, first-time marriages are on the decline, while a growing number of unions involve spouses who said “I do” at least once before. When individuals enter into second or third marriages, they are more likely to have children from a prior marriage as well as a retirement nest egg, a […]

Managing your Online Legacy and Digital Assets after Death by Eric Zeitlin

Posted September 16, 2020

In our hyper-social world, we increasingly store and share our personally identifiable information online through a variety of social media outlets, cloud-computing technology and digital devices. Your online identity could create challenges when you pass away or if you become incapacitated and can no longer access your accounts. Do family members know your usernames and […]

How to Carve a Pathway to Strong Financial Wellness by Olga Ismail, AIF

Posted September 3, 2020

The additional time we are spending in our homes during the COVID-19 pandemic has given many of us a rare opportunity to pause and reassess our life choices, including those that affect our physical and mental well-being. For some, this has translated to a healthier diet, a more regimented exercise routine and more time spent […]

Fight Back against Identify Theft with a Free Credit Freeze by Jamel Gordon, CFP®

Posted August 13, 2020

With the proliferation of identity theft, consumers are realizing that no one solution exists to protect their personal information all the time. Yet, millions of Americans continue to pay for services intended to reduce their risk of becoming victims even at a time when the government provides one of the strongest layers of protection for […]

Families Without Children Need Estate Planning Too by Brendan T. Hayes

Posted July 29, 2020

The once idealized picture-perfect family of two parents and two-and-a-half children has faded, as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend.  Despite the absence […]

4 Critical Actions to Help Recession-Proof Your Finances by Jamel Gordon, CFP

Posted July 15, 2020

The number of confirmed coronavirus cases in the U.S. surpassed 2.5 million on June 29, causing many states to roll back their reopening plans and putting added economic pressure on already stressed business owners and individual investors. While the long-term financial impact of the COVID-19 health crisis is unknown, we can look to prior economic […]

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