Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.

The Social Security Administration considers full retirement age at 66 or 67 years old (depending on your year of birth), but workers can start collecting social security as early as age 62. What are the benefits of collecting early versus later? Learn more here.

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Learn more.

What are the activities and the role of a retirement plan committee? Learn more about ERISA requirements.

Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is that we now have more caselaw to consider as we work toward compliance in creating a “best defense”.

The author shares her personal story of her mother's loss due to COVID-19 to highlight the importance of how thorough estate planning can ease a family's burden during a time of grief and sorrow.

The first quarter of 2021 was marked by several macro- and micro-economic surprises that resulted in increased market volatility compared to the fourth quarter of 2020, but additional economic stimulus combined with accelerating COVID-19 vaccine distribution and a decline in coronavirus cases helped stocks start the new year with solid gains. Take a look back with us at the first quarter of 2021. Review what actions we took on client portfolios as market dynamics changed. And learn what we expect for this year in our 2021 economic outlook.

When spring cleaning and tackling those cluttered closets and dusty attic, don't be too quick in discarding those old toys and collectibles. Take a minute to consider if that item could have value. Do your research. You may be pleasantly surprised!

This is the last in a series of six blogs about Smart Family Finances and ways to improve your decision-making regarding your money. In this article, we will attempt to wrap up the conversations about family finances in a “tidy” package.