4 KEY PLANNING TIPS FOR WOMEN

Posted by Michelle Yates, CPRS™, BFA™, CDFA®️
On January 21, 2021

Much has changed in our world over the last three decades. But what hasn’t, is that men still typically die first.1 While somber, the silver lining to this is when I meet—usually one-on-one for the first time—with the surviving half of a couple, and she leaves my office knowing that the plan they’d implemented and […]

THREE THINGS YOU SHOULD KNOW ABOUT SURVIVOR ASSISTANCE

Posted by Brad Bridgewater
On October 31, 2017

You can’t overestimate the difficulty people have with the decisions, intense emotions, and consequences that accompany the death of a family member. We recently encountered this situation with long-term clients John and Jane*. In this situation, John always took full responsibility for the couple’s finances, and when he passed away unexpectedly, Jane realized very quickly […]