Insights
Blog
Reviewing and Updating Your Estate Plan
Published by Ben Goethel While I no longer prepare estate plan documents, as a former practicing estate planning attorney, I know how important it is to review your estate plan with regular frequency and at least as often as every three to five years. It’s also good practice to review your estate plan after any life events, such as the birth of a child.
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Free Guides
Cross Generational Financial Planning
Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.
Infographics
A Life Defined Starts Here
Many people set goals, yet on average they only attempt them less than once. Those who do reach their goals attribute their success to setting tangible, measurable objectives – and pursuing them with focus and determination, even when faced with challenges.
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Blog
A Life Defined Starts Here
Many people set goals, yet on average they only attempt them less than once. Those who do reach their goals attribute their success to setting tangible, measurable objectives – and pursuing them with focus and determination, even when faced with challenges. Click here to open fullscreen
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Videos
Cybersecurity
With security breaches appearing in the news weekly, how can you protect yourself from becoming one of 11.5 million people who fall victim to identity theft each year? Watch the video below for simple steps you can take to protect your identity. Contact us for additional information on cybersecurity threats and learn more about how you can implement a plan to mitigate risk.
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Blog
Don’t Treat Your Home Like A Cash Cow
Published by Ron Carson Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent “savers” would put sizable chunks of their incomes into their homes.
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