10 Common Estate Planning Mistakes
Avoiding These Pitfalls Can Spare Your Family Unnecessary Stress Estate planning is about more than just money—it ensures your wishes are clear and spares your loved ones from the added burdens of legal disputes or [...]
Are Dividend Stocks Primed for a Comeback in 2025?
A Steady Income and Stability Option in an Uncertain Market With tech stocks appearing overvalued and bonds losing their appeal due to falling interest rates, dividend-paying stocks are gaining renewed interest from investors seeking stability [...]
Artificial Intelligence & Your Financial Planning
Why AI and Financial Planners Are Not Competitors, But Collaborators Artificial intelligence (AI) has emerged as a transformative force, reshaping industries across the globe. From healthcare to entertainment, AI optimizes operations, enhances decision-making, and redefines [...]
Drone Sightings: A Fresh Perspective on Investing
View Your Investments from a Higher Vantage Point to Uncover Patterns and Risks In recent weeks, reports of drone sightings have flooded the East Coast, sparking curiosity, concern, and even a sense of wonder. These [...]
Strategies to Combat Household Inflation
Left Unchecked, Inflation Can Erode Purchasing Power and Derail Financial Plans Inflation is a silent financial force with profound implications for households and retirement planning. Representing the rate at which the general level of prices [...]
What’s Happening to Your Local Drug Store?
In recent years, America’s drug store landscape has been undergoing rapid change. Major pharmacy chains such as CVS, Rite Aid, and Walgreens are collectively closing over 2,600 locations across the country. CVS will close 900 [...]
The New Retirement: Redefining What it Means to Retire
Retirement was once seen as the finish line – a chance to finally relax after decades of work. For many Baby Boomers, however, retirement is now something entirely different. Instead of stepping away from the [...]
Individual vs. Joint Trust: Which Do You Need?
Creating an estate plan is a vital step in securing your financial legacy, and if you’re doing it for the first time with a spouse or partner, you’ll quickly face an important decision: Should you [...]