It’s officially the holiday season – a time of family, friends, and recognition of our blessings. It’s also a time that many generously choose to donate to their favorite charities. Unfortunately, this is also the time when those with unscrupulous motives prey on the unsuspecting. While we would hope we could spot a charity scam, sometimes it’s difficult especially when it’s one that pulls at our heart strings. Here are three crucial tips to ensure you don't get duped by a charity scam.
The risk of disability some time in your lifetime is out there for everyone, so should you do anything differently in your financial planning to address it? Because everyone’s individual financial situation is unique, there is no “one size fits all” answer here. But we can offer guidance on the right questions to ask when you have those important planning conversations with your trusted financial advisor.
If your advisor has been broaching planning topics of estate/legacy, long-term care, insurance, business succession, but it really doesn’t interest you right now, this story shows you should at least explore the options. You and your family will rest well in knowing that you are as prepared as you can be if/when tragedy strikes.
It's often difficult to think about. But here's how pre-planning for an aging parent's care will help you avoid much emotional, physical, and financial stress.
No matter where you are in your wealth management journey, Risk Management is a foundational piece that should be addressed in any well-crafted financial plan.
Identity theft is a real threat with increased online financial transactions and digital connections. Protect yourself with these ten free and easy tips.
The best way we can help our clients prepare for the unexpected is to ensure they have the right type and amount of insurance, and to review these coverages.
