One of the biggest decisions you will make in your estate plan is determining whom is best to serve in important roles such as executor, trustee, etc. While it is often best to name a family member to serve, this may not always be possible or even optimal. We recently [...]
We often hear from folks that are looking to maximize their savings opportunities prior to retirement. Perhaps you are already taking full advantage of employer retirement plan contributions, contributing all you can to IRAs and Roth IRAs (if eligible) but still have dollars you would like to stash away for [...]
Our experts at Visionary Horizons gather to discuss the major trends in the market, and they help sort through the noise and provide a visionary path through the volatility. Click here to watch now.
If you have filled up your gas tank or bought the family groceries it has been hard to ignore the rising prices. This has spilled over to many consumer and household goods as well due to strong demand and continued bottlenecks in the supply of goods and labor stemming from [...]
The end of the year is often one of the busiest times for our advisors both professionally and personally. Additionally in 2021, we continue to monitor pending legislation that could have a major impact on our clients. The Build Back Better Act has already passed in the House and pending [...]