Welcome to the Year of the Tiger! Anyone else have a bit of cognitive dissonance going on? Inflation hit its highest calendar year pace since 1981, but real[1] Gross Domestic Product
Estate Planning & Financial Security Webinar
As you get ready to spend quality time with family near or far over the holidays, it can be a good time to check in with your loved ones about
Estate Planning in the Face of COVID-19
Guest Post by Shannon P. McNulty, Esq. As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to
Aging Parents? Here’s What You Need to Know About Their Finances
One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don’t see them as much as you used
What Happens (Financially) When You Die?
Most of us have wondered what exactly happens (financially) when we die, but feel a bit funny asking our financial advisors about it.
Five Estate Planning Documents Every Parent Should Have
By Shannon P. McNulty, Esq. If you have young children, protecting them from dangerous situations is at the top of your list of priorities. You child-proof your home – putting
