Take Action Now: Update Your Beneficiary Designations

Take Action Now: Update Your Beneficiary Designations

It is vitally important that you review all your beneficiary designations (life insurance, 401(k)s, etc.) every 2 years, or sooner in cases of births, deaths, marriages, divorce, job changes or retirement. Download our beneficiary designation form here. Read on to see...
Long-term Care Planning and Why It Matters: 6 Goals of Planning

Long-term Care Planning and Why It Matters: 6 Goals of Planning

I know from experience that everyone who comes into our office has goals and expectations that they bring along with them. But did you know that we have goals for each of our clients as well? Some people see long-term care planning as a shady way to get around having...
Save Your Family Extra Anguish After You Die: Prepare a Will

Save Your Family Extra Anguish After You Die: Prepare a Will

Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family?  Or more difficult?  Good planning will...