The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing...

Most people don’t realize that how you hold title to property directly influences your estate plan. Since it’s a common misunderstanding that can dramatically alter your intentions, let’s explore...

Our financial planning team has been reviewing the latest American Families Plan proposal that was released mid-September. While it is still merely a proposal and has a long way...

No two people are alike, and no two families are alike. More often families are being created and shaped in non-traditional ways and continue change the way we think...

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. The financial planning and...

Are you within 5 years of retiring? If so, here is a quick checklist for you to reference on what you should be doing five, four, three, two and...

In addition to preparing yourself mentally for retirement, you should also make tactical changes to your portfolio and overall financial plan as you approach your targeted retirement date.

Are you getting close to retirement age?  Have you started daydreaming about long, lazy days in the sun without a hectic schedule filling every minute?  Then perhaps it’s time...

Turning 65 made me think about financial security, or perhaps to think about it differently than I did at 45. My perspective on what exactly financial security is has...

My husband and I recently took our two young girls on a family trip to Lake Tahoe, NV. We totally unplugged to enjoy mother nature and teach our children...

I am a parent of two college students and a sophomore in high school, which makes me uniquely positioned to write about planning for retirement while juggling over a...

Sr. Financial Advisor Neal Nolan ponders what the first day of retirement might feel like and offers advice to those making the leap.

Student loans are, for many, a necessary means to an end. Whether you are the borrower or the spouse, one of your main concerns upon graduating is how to...

Having a child is one of life’s special events – but the cost of a growing family can also bring challenges to your life. Here are some ways...

For the professional golfer, hitting your ball into the water has its price: It can be embarrassing. The internet is littered with stories and images of PGA Tour players...

“Atlas through hard constraint upholds the wide heaven with unwearying head and arms.” – Hesiod