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Wealth Management News & Resources

When a Spouse Unexpectedly Dies

When a Spouse Unexpectedly Dies


What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? It’s a conversation no one wants to have, but an important one to be prepared for. As the surviving spouse, you’ll face several tasks and challenges.

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Have You Had Your Annual Estate Plan Checkup?

Have You Had Your Annual Estate Plan Checkup?


An annual estate plan checkup is critical to the health of your estate plan. One reason is that because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan (read more reasons here).

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Weekly Economic Update for December 31, 2018

Weekly Economic Update for December 31, 2018


December 31, 2018

Year-End Special Edition: A Look Back at 2018

The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we’re reviewing some key issues that defined 2018, as well as some factors that may influence financial markets in the coming year.

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Estate Planning Lite: College-Aged Children Need a Basic Estate Plan

Estate Planning Lite: College-Aged Children Need a Basic Estate Plan


If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents he or she should have at this stage of life. Let’s take a closer look at four such documents:

1.

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Weekly Economic Update for Monday, December 24

Weekly Economic Update for Monday, December 24


December 24, 2018

FED FAILS TO CALM WALL STREET

Federal Reserve policymakers voted unanimously last week to raise the benchmark interest rate by another 0.25%, putting the main overnight lending rate in the 2.25-2.50% range. Investors hoped for a hint of a pause in the Fed’s tightening plans, yet no such signal emerged.

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