A new family calls for a new estate plan

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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Planning for market volatility

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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Have you named a trusted contact person?

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Spring clean your beneficiary choices

It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....

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Concerned about inflation?

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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