Articles
Featured Articles
Learn more about key concepts and topics related to financial planning.
Beyond the Documents: Why a Family Love Letter® is Crucial for Estate Planning
READ TIME: 5 MIN Originally written by Kirstin Hawthorne from Munson Law Firm based on the...
Important Birthdays Over 50
READ TIME: 5 MIN Most children stop being “and-a-half” somewhere around age 12. Kids add...
New Retirement Contribution Limits for 2025
READ TIME: 5 MIN The new year is a great time reassess your retirement goals to ensure you...
Creating a Financial Strategy for Your Child with Special Needs
READ TIME: 5 MIN Every family is different, which means that each of us must create...
Year-End Gift Strategies: Meaningful Ways to Support Charities and Family Members
READ TIME: 5 MIN As the year comes to a close, many of us reflect on what we’ve...
Gifting, Legacy, and Trust: Using the Holidays to Build a Meaningful Future
READ TIME: 5 MIN The holiday season is a time of warmth, family, and giving. While many people...
Budgeting Tips and Tricks: A Financial Advisor’s Guide to Managing Your Money
READ TIME: 5 MIN Effective budgeting is the cornerstone of financial health. It’s not just about...
Protecting Your Financial Future: The Importance of Cyber Security Practices
READ TIME: 7 MIN In today’s digital age, the convenience of managing your finances online...
Enhancing Independence: Assistive Technologies for Adults with Disabilities
READ TIME: 7 MIN Living independently is a goal that many adults with cognitive and...
Disability Awareness: Do You Have Coverage in the Case of an Accident?
READ TIME: 5 MIN Accidents can happen to anyone at any time, and the consequences can be...
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