Year-end tax planning isn't something you do at the last minute; it's a series of thoughtful steps you can start taking right now. In this blog series, we’ll explain eight key actions you can take during this last quarter of the year to save money on your 2023 taxes

While selecting godparents is a meaningful tradition in many cultures, it's important to understand that naming a godparent is not the same thing as naming a legal guardian for your children.

In part one of this series, we explored two popular scams that are targeting older adults this year. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected.

In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shed light on their tactics, and provide you with practical steps to shield your aging parents from potential harm..

If you don’t create a plan for your assets before you die, the law has its own plan for you that might not reflect your wishes for your assets, especially your retirement assets. And if you’re in a blended family, this can have a significant financial impact on the ones you love and even create expensive, long-term conflict.

The following four mistakes are among the most common we see clients make when selecting life insurance beneficiaries. If you’ve made any of these errors, contact us immediately, so we can support you to change your beneficiary designations on your policy and ensure the proceeds provide the maximum benefit for those you love most.