It’s hard to believe, but we’re here – 6 months into 2021. July 1st marks the half-way point of the calendar year and serves as an opportunity to check in with yourself, your goals, and your intentions. With the hustle and bustle of life, it is easy to overlook life changes of all sizes and…
With stock markets at or near all-time highs, bond yields at or near all-time lows, and a seemingly endless stream of bad news coming from TVs, radios and social media, why would anyone want to be invested in “traditional” stocks and bonds right now? In some form, this is one of the main questions we…
People donate to charity for many reasons – passion for a particular cause, to make a difference in the world or to generate a charitable tax deduction. As donors become more sophisticated, an experienced wealth advisor will help a client combine and achieve these goals. As those planning conversations progress, the benefits and differences between…
Cash value plays 3 roles in a life insurance policy. It helps pay for lifetime protection, builds savings, and creates a source of tax-free cash.
Including life insurance in Dynasty Trusts can facilitate tax-efficient growth, preservation, and renewal of trust assets over multiple generations. And there are psychological benefits too.
In light of the events of this past year and the uncertainty that it has brought, it has never been more important to make sure you have all of your pertinent documents and information up to date and easily accessible to you and your loved ones. What should you have? Important names and phone numbers…