by Julie Long | May 22, 2025 | General, Investment, Retirement
What is long-term care?Most people associate long-term care with the elderly. But it applies to the ongoing care of individuals of all ages who can no longer independently perform basic activities of daily living (ADLs)–such as bathing, dressing, or...
by Katie Brown | May 8, 2025 | General, News
Bypassing ProbateYou may have heard about the horrors of probate, but in truth, probate has gotten an undeservedly bad reputation, especially in recent years. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, and you may...
by Katie Brown | Feb 13, 2025 | General, News
Estate Planning and 529 Plans When you contribute to a 529 plan, you’ll not only help your child, grandchild, or other loved one pay for school, but you’ll also remove money from your taxable estate. This will help you minimize your tax liability and...
by Katie Brown | Jan 9, 2025 | General
Wills: The Cornerstone of Your Estate Plan If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the...
by Katie Brown | Sep 19, 2024 | General, Insurance
Should You Buy Long-Term Care Insurance? The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care...
Best-In-State Wealth Management Teams (2025 & 2026) 