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Half of a Whole: When You Lose a Spouse

Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and widowers share a painful dilemma: On the one hand, the world seems to demand rapid response to a barrage of critical questions – financial and otherwise. On the other hand, it’s usually a terrible time to be making big decisions.

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Ten Financial Best Practices to Jump-Start Your New Year

As we wrap up the current year, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation and planning. Want to get a jump-start on 2018? Here are 10 financial best practices to energize your wealth management efforts. Take on one each month in 2018, and you’ll still have a couple of months to spare before we’re ringing in 2019. Let us know if we can help you turn your financial planning jump-start into a mighty wealth management leap.

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