As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will? While...

The same principles to investing money apply If I asked you how you spend your money, you could answer with a decent amount of precision (and maybe some embarrassment). But if I asked you how you invest your money, your answer would be very different – because...

The Importance of Employee Financial Wellness Programs Employee financial wellness programs are important for a number of reasons. First and foremost, they help employees manage their finances and reduce financial stress, which can have a significant impact on their...

Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the...

Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.

Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future.  

Timing Is Everything Lowering your tax bill starts with planning for both the short- and long-term. By aligning your tax strategies with your financial strategies, the money you do not pay to the government can help fund your financial future. Like your financial...

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

Mastering money in our society is not a simple task. Making sound financial decisions requires knowledge of investments, taxes, risk management, estate planning, pension benefits, and other areas- -coupled with an understanding of how these elements interrelate. In...

Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a financial plan. Watch this short video to learn how a financial plan can help you achieve your dreams.