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The Hidden Benefit of Estate Planning20200807081144

The Hidden Benefit of Estate Planning

August 7, 2020
At 39, my friend Chris was vibrant and healthy. He’d recently completed his first Ironman triathlon, as well as a number of other athletic events. When his financial advisor told him he needed to get his estate plan in order, although he was young and healthy, he listened. He had a friend who had pa...
COVID-19 & Your Estate Plan20200704200605

COVID-19 & Your Estate Plan

July 4, 2020
July 4th, 2020As the first wave of the Coronavirus begins to strengthen in the US, it has become clear that the pandemic will be with us for a while. So what does the pandemic have to do with estate planning?A lot.Remember, estate planning is not just your legal documents, but the entire plan to tak...
How should you prepare for the healthcare decisions your family may need to make?20200506121757

How should you prepare for the healthcare decisions your family may need to make?

May 6, 2020
How should you prepare for the healthcare decisions your family may need to make?Whether you have medical directives in place yet or not, it’s likely you haven’t fully prepared for what COVID-19 might mean for your family.The pandemic brings a whole new world of challenges to all of us, young and ol...
Life can change in the blink of an eye or the drawing of a breath.20200414120846

Life can change in the blink of an eye or the drawing of a breath.

April 14, 2020
Life can change in the blink of an eye or the drawing of a breath.Last week we received a call from a gentleman who was in the hospital with COVID. He had no plan in place and called us to ask if it was too late. Thankfully he was still able to speak, to tell us what was most important so we could s...
Why they’re not singing in Italy anymore20200406203221

Why they’re not singing in Italy anymore

April 6, 2020
April 7th, 2020 A Note from Catherine Working from home I feel isolated from the challenges of the pandemic. I sit in my office and focus on work and I can’t tell that anything is wrong outside my house. I’m settling into the new normal. Until I’m not, when I remember that I still don’t […]...
SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule20200130134120

SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule

January 30, 2020
SECURE Act: Stretch Inherited IRA Replaced with 10 Year RuleBy Jess BolenThe SECURE Act, which was signed into law in late December 2019, has rightfully generated buzz among qualified retirement account holders nearing retirement. This is because the people who will be most affected the soonest by t...
3 Must-Dos to Reach your Goals in 202020200102184450

3 Must-Dos to Reach your Goals in 2020

January 2, 2020
By Gabrielle BobickHappy New Year! With every new year comes resolutions that, let’s be honest, most people don’t stick to for more than a month. Some only last a week. So, what can you do about keeping your resolutions or goals? Stay accountable! Here are some tips on keeping on top of your resolut...
3 Gestures to Improve Your Well-Being20191202122850

3 Gestures to Improve Your Well-Being

December 2, 2019
By Jess Bolen“If a client’s investment balance sheet shows an 8% increase over last year, does that mean they have experienced an 8% increase in well-being?” Our in-house financial advisor Patrick Johnson asked me this last week and it caught me by surprise. We talk a lot about well-being around the...
It’s Not a Bank Anymore: a Cure for Unhappiness20191107174454

It’s Not a Bank Anymore: a Cure for Unhappiness

November 7, 2019
By Catherine Hammond, Esq.On a recent trip to Chile, I was looking for just the right coffee shop to have both a great cup of tea and a strong wi-fi connection to do some work. I scrolled through Google and found the closest one, a “work café,” and the description sounded perfect. Except that the ra...
The Universalism of Sorrow20191107164427

The Universalism of Sorrow

November 7, 2019
By Catherine Hammond, Esq.On a Monday evening in August I’d just walked in the door from a California training when I heard my fiance, Brian, start to vomit. A minute later he began whimpering, and by the time I reached the bathroom he was on the floor, screaming. Over the next five hours the firefi...
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