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  • October 2023
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Government Shutdowns, Politics and Their Affect on Your Wealth and Your Health

  The Economic Impact of Government Shutdowns, Political Division and The Overall Impact on Markets, and More Importantly, You! Government shutdowns have become an unfortunate recurring event in the United States political landscape. These disruptions occur when the government’s funding is not approved by Congress, leading to the temporary closure of federal agencies and departments.…

Building Powerful Cybersecurity Habits

Trying to overhaul every aspect of your cybersecurity system at one time can be overwhelming. For that reason, the Savvy Cybersecurity Quick Reference Guide asks you to commit to just three actions to take in the upcoming 30 days to improve your cybersecurity. But how do you ensure you keep improving your security? By building…

12 Estate Planning Must-Dos

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…

Tips to Avoid Common Estate Planning Mistakes: With a few simple actions, you can ensure your estate planning is effective

Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes? Titling property jointly with your children as a substitute for a will. Unlike a will, a transfer of an interest in your property is…

Tips for Leaving an Inheritance to Family: Make sure you think about potential disruptions and plan ahead of time

Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior – far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your biggest investments: your individual retirement plan? Your Retirement Assets Perhaps most…

Should You Treat Your Kids Equally in Your Will?: The “right” decision is most aligned with your wishes for your family’s future

As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will? While the notion of equality sounds like the epitome of fairness, real-life…

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