The holiday season is just around the corner and many charitable organizations are in desperate need of donations to help provide the vital services needed in the community. You are most often inundated with a number of charitable requests towards the end of the year, which could be ideal time to take advantage of charitable giving [...]
Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC kicks in when you lose the ability to care for yourself and can no longer do things such as bathe, dress or eat without help. These are three of the six most commonly listed [...]
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating the first draft of your federal and state income [...]
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for health care and property? These are part of every complete estate [...]
Times are uncertain for everyone right now, but for teachers in particular. Depending on your school district's response to the coronavirus, you may be headed back into the classroom, meeting your students online, or juggling a hybrid approach. In all cases, you should consider checking on your financial health before the school year starts [...]
If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a near-stranger can be an intimidating one. To make this relationship work, you'll need to place a great [...]
This week so far has seen positive developments on the fiscal policy front. After talks stalled over the weekend and into the early part of the week, yesterday saw the announcement of a $2T stimulus package clearing the Senate.
John Choate is a retired Navy SEAL officer and FEMA-certified crisis response expert. During our time together, we will hear his perspective on the root causes of the COVID-19 pandemic, the crisis management processes in place and how to separate fact from fiction. After his remarks, John answers Q&A from you, our guests.
A letter we would like to share with you from Vice President, Equity Strategist Jeffrey Buchbinder, from LPL Research.
