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Wealth Planning
Jan 31, 2019
Your financial situation may be more complicated as life evolves, but fortunately, you’re not alone when you have an advisor. Here are two examples of couples facing multiple financial issues at once, and how their advisors helps take the worry out of their financial life.
Jan 28, 2019
Keeping your will up to date is an extremely important aspect of your estate planning. We generally recommend that you review your will every three to five years to ensure it is up to date.
Jan 23, 2019
Planning for the number of years that will need to be funded during retirement can be difficult. The retirement income floor strategy can help you determine how much income you will need.
Jan 10, 2019
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
Jan 7, 2019
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
Dec 18, 2018
This quarter, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
Dec 12, 2018
If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.
Dec 6, 2018
There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.
Dec 4, 2018
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly.
Nov 26, 2018
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.