Legacy Planning
SECURE Act Tax Law
Excerpt from David Hulstrom, CFP®, CFA®, author: Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients.…
Read MoreLife Lessons – Grandma, who is your POA?
Last month we started the discussion on how to talk to your family about finances. We kept the conversation a bit vague. This month we encourage you to take things…
Read MoreLife Lessons – Can we end the stigma of not talking to our family about finances?
Life Lessons – Can we end the stigma of not talking to our family about finances? Up until recently, financial education was not something specifically taught in schools; and…
Read MoreLegacy and Traditions
From Family Traditions to Legacy My father was an avid fisherman. To satiate his hobby, and to appease my mother, my brothers and I tagged along on his fishing excursions. When I was…
Read MoreTaking Inventory of Your Life Insurance Policies
As financial advisors we see all different kinds of life insurance policies that were sold for all different reasons at all different times of life. Here are a few examples:…
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