We Did It!
Another year is in the history books, and what a year it was. There are few people, I imagine, who are sad to see the year 2020 go – mainly because it felt like ten years rolled into one.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process.
Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property...
Who's Ready to Say Goodbye to 2020? Ring in the New Year With These 3 Budget Resolutions.
It’s time for the new year, a new budget and a brighter future for you and your family. 2020 has been full of unprecedented events that may have left you feeling financially unstable, but you can make 2021 the year you finally take control of your financial life
If Santa Fell Off the Roof, Would Insurance Cover It?
The season isn’t complete until you’ve watched your favorite holiday movie, right? And with the world continuing to social distance, it’s likely you’ll have some extra time on your hands this month to relax, unwind and enjoy some Christmas classics. Let’s have a little fun this holiday season and imagine how an insurance company might handle a few Christmas movie mishaps...
Protecting Your Parents
Nobody likes to think of their parents getting older and needing assistance, but it’s a reality many of us face. An important part of caring for your parents as they age is identifying and protecting them from elder financial abuse. Baby boomers and the Silent Generation are getting older and with their accumulated assets, they have a higher chance of being defrauded than those who are younger. According to one estimate, seniors collectively lose up to $30 billion a year to elder financial abuse.1 This abuse can come from total strangers, or even friends and family members...
Here's How to Be an Effective Leader During Turbulent Times
When the pandemic started in March, few expected us to still be feeling the detrimental physical, mental and economic effects by November. While there are talks of a vaccine, it appears that we’ll still be seeing significant change and adjustment to our everyday lives as we move through 2021. In addition to COVID-19, there is political unrest, rioting, natural disasters around the world and an overall feeling of uneasiness...
