Planning matters

Living Your Best Life with Long Term Care Insurance

Watch a special video from our Insurance Specialist, Jeri Boston, where she breaks down how long term care insurance can help us protect the valuable nest we’ve built. Interested in reading rather than watching? See below for the video script. Today I want to share with you some important information about long term care insurance…

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Who Will Take Care of Your Affairs If You Can’t?

Planning for Incapacity A question that we regularly ask clients during annual reviews is whether they have all of their estate documents drafted. Most people think that having a will or trust is sufficient, but it only guides what should happen after you die. If you are unable to conduct your affairs due to an…

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How Companies Use Your Identity and What You Can Do to Protect It

One of the most valuable things you own is YOU. Your identity includes the basics – where you live, your age, and your gender. But it also includes your interests, who you know, and what you buy. So, do you know who has your identity? We explore the life cycle of your identity and what…

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A Brief Explanation of the GameStop Trading Fiasco

If you’re confused about why GameStop stock has dominated the financial news cycle in the last few weeks you’re not alone. A year ago GameStop stock traded around $5 per share, late last month it went as high as $483.  Like a lot of financial markets phenomena, there isn’t just one root cause underlying the…

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Unexpected Consequences

  The COVID-19 pandemic has changed the world we live in, and not necessarily all for the negative. With the one-year anniversary of the first government shutdowns approaching, we look at the pandemic impact of things outside of our control.   Higher Savings Rates Millions have lost their jobs or had income decline, so you’d…

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