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Why Now is the Time to Start Your Estate Planning

As a financial advisor who has helped numerous families with estate planning, I have seen the effects of good planning—and what can happen when a family isn’t prepared. Most of us understand that having an estate plan is crucial, yet only around half of Americans have done any estate planning, which means half the population is taking a huge risk when it comes to caring for their families and assets.

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Three Unexpected Reasons Your Retirement Plan May Fail

We all desire to have a secure retirement where we can focus on our passions without having to worry about money. But according to the Employee Benefit Research Institute’s 2017 Retirement Confidence survey, 82% of American workers do not feel very confident that they will have enough money for a comfortable retirement. Along with a lack of confidence, 30% say that preparing for retirement causes them to feel mentally or emotionally stressed.

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Our Mid-Year Economic Update

The first half of this year has brought strong global and U.S. markets. Even with unpredictable international political events and multiple tragedies, markets have remained unusually calm. Let’s take a look at how various aspects of the economy are faring in 2017 so far.

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Do You Know Someone in Need of a Financial Second Opinion?

As a result of life changes, your investment plan or financial blueprint may not align with your goals or be working hard enough for your changing priorities. It may make sense for some people to explore different financial strategies to double check that their current plan still makes the most sense for them.

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