Are Millennial Women More Financially Independent?

It’s no secret that millennials seem to be more outspoken about gender equality and equal pay than any generation collectively before them. You’d think this passion would translate to their personal finances, right?   Well, it turns out that even this group of zealous, high-achieving… Read more

Estate Planning Questions to Ask Over the Holidays

The holidays are the perfect time to talk with your family about plans for the future.   As 2020 comes to a close and relatives are likely to gather together, we recommend asking yourself these three questions to make sure your estate plan is properly… Read more

Estate Planning Updates After the Holidays

The end of the year is an ideal time to re-evaluate your estate planning designations.    Here are a few reasons why…     Addressing Life Changes from 2020 This is the perfect time to reflect on how much your life has changed in the… Read more

2020 Annual Exclusion Gifts | Why You Should Give Before Year-End

The end of the year presents the perfect time to reflect on how your life has changed in the last 12 months and plan for the future accordingly. This is just as true for your wealth as it is for any other aspect of your… Read more