It’s National Make-a-Will Month
Most advisors aspire for every single client to have a Will — regardless of age, net worth, or marital status. We’re here to help you accomplish that goal. Check out […]
Estate Planning
New Trust & Will Update: Estate Reports and Summaries
This month, we’re thrilled to introduce three new dynamic product features designed to empower you with greater visibility, enabling you to forge deeper relationships with your clients. Estate reports A […]
Trust & Will: New Advisor Dashboard
We have a ton of exciting new features coming in 2024 — the first of which is already live! Log into your Advisor Dashboard to see what’s changed: A sleek, user-friendly design […]
Naming a Minor as a Beneficiary: What are the Problems?
Consider some of the alternatives… Did you know: Naming a child or children as beneficiaries of a life or annuity policy can make the claim process very complicated upon the […]
JPMorgan Grows Even Bigger as US Bank Giants Soak Up Assets
(Bloomberg) – The Goliaths of US banking are getting even bigger after a series of regional lender failures funneled assets into giants such as JPMorgan Chase & Co., according to an […]
Dude, Gen X is Totally Unprepared for Retirement, Survey Finds
(Yahoo!Finance) – For the so-called Slacker Generation, their retirement reality bites. Just over half of Generation X — born between 1965 and 1980 — have little to nothing socked away for […]
Mortgage Acceleration Using Permanent Life Insurance
You protect your home with homeowners insurance, flood insurance, wind damage insurance, and possibly earthquake insurance, but what happens if the death, disability, or unemployment of a breadwinner occurs? Will […]
Cut Stocks, Buy Gold, Hold Your Cash, JPMorgan’s Kolanovic Says
(Bloomberg) – A debt-ceiling negotiation that remains in limbo, elevated recession risks and a hawkish Federal Reserve stance are just a few of the reasons JPMorgan Chase & Co.’s Marko Kolanovic […]
Impact of Inflation? Saving Money Is a Priority for More Americans Now Than in 2022
Wealth Advisor (GoBankingRates) – Economic uncertainty can be a great motivator for getting your financial house in order — and the events of the last year are the proof. A new GOBankingRates survey […]
Inflation Is Quietly Devastating Social Security Benefits — and the Debt Ceiling Crisis Could Cause More Damage
Wealth Advisor (GoBankingRates) – For more than two decades, Social Security beneficiaries have been fighting a mostly losing battle against inflation. The situation isn’t likely to get better until lawmakers change […]