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AS FINANCIAL ADVISORS, WE HAVE SEEN WHAT HAPPENS WHEN PEOPLE HAVE NOT PLANNED FOR THE CHALLENGES THAT COME WITH SOMEONE THAT HAS SIGNIFICANT MEDICAL ISSUES. Alzheimer’s disease, Parkinson’s, Dementia, or other chronic illnesses have led them or their loved one to substantially diminished capacity– physically, mentally or both. They come
PRESERVING A LEGACY AND PROVIDING A FINANCIAL SAFETY NET TO YOUR FAMILY AND LOVED ONES AFTER YOU PASS IS A PERSONAL, NUANCED AND UNCOMFORTABLE ASPECT OF FINANCIAL AND LIFE PLANNING. Advanced planning for a substantial family wealth transfer is paramount to the success of the transfer as well as the
AS HUMAN BEINGS, WE CAN OFTEN REACT TO EVENTS OR EXPERIENCES IN AN INSTINCTUAL RATHER THAN LOGICAL OR PRACTICAL WAY. IT IS IN OUR VERY NATURE AND CAN, IN MANY CASES, NOT BE AVOIDED. When you see someone else who appears successful what do you imagine he or she does,
WHAT DO YOU PICTURE WHEN YOU THINK ABOUT SUCCESS? DO YOU FEEL LIKE A SUCCESSFUL PERSON? When you see someone else who appears successful what do you imagine he or she does, has, finds fulfilling? Do you equate success with happiness? We don’t often ask ourselves these
RECENTLY, A STRONG AND RELATIVELY CALM BULL MARKET HAS GIVEN WAY TO AN INCREASE IN VOLATILITY AND DECLINE IN VALUE WHICH HAS RESULTED IN RENEWED ANXIETY FOR INVESTORS. While it may be difficult to remain calm during such periods, it is important to remember that volatility is a normal part
THERE'S NO TIME LIKE THE PRESENT
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