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Year End Housekeeping

The end of the year provides an ideal opportunity to reflect on the status of your personal finances and review your evolving goals and objectives for the year ahead with your financial planner.

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8 Point Year-End Financial Planning Checklist

As we head to the end of the year, now is a great time to make sure your financial plan still on track. And it’s wise to use a checklist to see where you are and what you should do. Here are eight of the most common and important items to review with your financial advisor

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How to Protect Yourself While Helping Others

Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal. Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.

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Long-Term Care Better to be Safe Than Sorry

According to the U.S. Department of Health and Human Services, more than 70% of individuals over the age of 65 will ultimately require some form of long-term care (LTC). If you should need LTC at some point, your world could change significantly, affecting not only your quality of life, but your finances, as well.

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Aging Parents and Money

Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a sensitive issue you need to approach carefully. Parents aren’t likely to recognize their own declining abilities, so knowing when and how to step in to help is important. Here are some tips!

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