by Jason Sacks | Oct 29, 2025 | Blogs, Couples, End of Life Planning, Estate Planning, Financial Planning, Newsletter, Seniors
MAKING DECISIONS WITH CONFIDENCE Grieving the loss of a spouse can be one of the most overwhelming experiences you may ever go through. Regardless of the circumstances under which your loved one passes, nothing can prepare you for the emotions you may feel. To make...
by Shawn Gallagher | Oct 21, 2025 | Blogs, Financial Planning, Newsletter, Philanthropy, Tax
Making the Most of Your Gifts and Donations to Charities As we are entering the last few months of 2025, many of us will take some time to reflect on what we have accomplished over the last twelve months and set new intentions for 2026. The end of the year also brings...
by Joyce Streithorst | Sep 30, 2025 | Blogs, Financial Planning, In The News, Newsletter
What You Need to Know About Safeguarding Your Accounts The FBI and the United States Postal Inspection Service (USPIS) recently issued a public service announcement warning that mail theft-related check fraud is on the rise. Criminals get their hands on legitimate...
by Jason Sacks | Sep 30, 2025 | Blogs, End of Life Planning, Estate Planning, Financial Planning, Medical Diagnosis Planning, Newsletter
Where should you begin? We can do our best to plan for many things in life, but sometimes moments arrive that catch us off guard. Receiving a new medical diagnosis can be one of those times. Your doctor may start providing you with lots of information, which in turn,...
by Joyce Streithorst | Aug 29, 2025 | Blogs, Couples, Estate Planning, Families, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors
What is important to you? Maybe you completed the forms for your advance directives a while back and filed them safely away with the rest of your estate planning documents. You know they are there if you need them but haven’t reviewed them recently. How long ago...
by David Frisch | Aug 29, 2025 | Blogs, Financial Planning, In The News, Newsletter, Tax
What You Need to Know In July 2025, a new set of federal tax laws was signed into effect, bringing changes that could affect millions of Americans. Whether you are a homeowner looking at deductions, a senior managing retirement income, a parent planning for...
