Optimize Your Estate Plan for 2022 and Beyond

ESTATE AND GIVING Five ways to refine your plan for the future. A new year brings fresh opportunities to protect your legacy through estate planning. Consider these ideas for refining your estate plan in the short term – to better support your goals and intentions for years to come. 1. Involve heirs and advisors There […]

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Are you and your partner on the same retirement page?

RETIREMENT AND LONGEVITY Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the survey respondents – 54% – disagreed on […]

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ADV : Keep Volatility in Perspective

Dear Clients, Volatility is never comfortable, and this latest round is no exception. Panicked headlines may have investors feeling apprehensive and uncertain. This has been the worst start to a year for the S&P 500 in the last 25 years. However, in my over 30 years of experience, I’ve seen this happen time and again. […]

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Thanks for Avoiding DIY Investing

The below note is something I found and wanted to share. For my clients and others who have a trusted professional giving guidance-thank you. If you are reading this and currently handle your own investments, or know someone who is a DIY’er, feel free to share. These long bull markets bring confidence that can quickly […]

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