investing

The Holidays Are A Good Time to Plan, Protect and Provide

During the holiday season, it is appropriate to reflect upon our many blessings: family, material resources, and abundant opportunities available only in America. In the midst of celebrating family and the holidays, take the opportunity to create or review your estate plan and talk it over with your family. You have so much to protect.

Fireside Chat

As you gather for the holidays with your family, you may want to consider having a conversation about long term care.  Sue Davies has a personal story to share that illustrates why it’s an important discussion.

FLASH REPORT: The Value of Multigenerational Family Meetings

If you've amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren, without creating big problems that could harm their futures and destroy family harmony.

7 Ways to Save Money Right Now

Even with a thriving economy, many Americans continually struggle to save money.  While it’s certainly tempting to spend that extra cash, socking it away for the future in an IRA or investing in stocks makes much more sense.

Try out a few of these tips, and you may find yourself with extra money to put aside for college or retirement.

It’s Never Too Late to Save

Retirement can sneak up on you.

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