What’s the best charitable giving strategy to pursue while awaiting the outcome of proposed tax law changes in Washington? The methods, charities, and assets you choose can affect your tax deduction.Read Post
With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.Read Post
The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.Read Post
Register today and join industry experts Jack Beauregard, Founder and CEO of Successful Transition Planning Institute, a nationally recognized expert on transition planning, who along with our internal expert, Carolyn Macedo, will share proven methods that help business owners think and plan for their business and personal futures.Read Post
Making decisions with your spouse or partner can be tough sometimes, but even more so when it involves money and your relationship is undergoing change. Studies show that money is the #1 source of stress for U.S. adults (higher than work or family responsibilities) and the top source of stress for couples. And even for couples who don’t squabble, it can be a difficult conversation because each person comes to the discussion with a unique viewpoint based on his or her own experiences and emotional needs.Read Post
Our expert panelists will discuss client stories involving changes in career, family and health to illustrate how these women successfully navigated challenging life events.Read Post
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