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Some feel a philanthropic tug on their heartstrings from time to time, while others make charitable donations an integral part of their financial plan. Whether you fall into one category or the [...]

If you’ve ever experienced the process of building a custom home, you know that there are seemingly endless options for how you can finish your ceilings, trim your walls, and install cabinets in [...]

Gifting is a well-known strategy for passing the legacy of your wealth to the individuals and nonprofit organizations close to your heart. But there are a number of different factors that must be [...]

Estate planning is no small feat; in fact, for most individuals, it’s an ongoing process. Even with the guidance of a team of financial and tax advisors, estate planning experts, and specialists [...]

“There are only two guarantees in this life, death and taxes.” This popular saying is usually attributed to Benjamin Franklin circa the 1780’s but has certainly come into much wider use since the [...]

Do you remember the days when you could walk across the stage at your high school graduation and, the very next day, walk from local business to local business and count on finding a solid job [...]

“The market always bounces back.” “Own your age in bonds.” “Only risk what you’re willing to lose.” These are all common investment sayings you may have heard, possibly even from your own [...]

Non-qualified annuities—that is, annuities that are not part of an IRA or other tax-qualified retirement plan—can serve as a valuable component of your financial and estate plan. However, there [...]

Annuities are a popular investment option, particularly for individuals who are seeking a source of consistent income. As there are many types of annuities, it is crucial to select the best [...]

Clients often approach us seeking advice on how to choose from the dozens of financial products that are available for retirement. The second half of this question is often, “…and which products [...]