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What Is a Living Trust and Why You Should Have One

By Amanda McFarlane | March 24, 2021

Estate planning is important, no matter your age, wealth, or financial assets or status. Basic estate planning often covers a will and advanced healthcare directives, which lets your medical team and family know your wishes for your health and care in life-threatening medical situations. A living trust is an extension…

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Key Financial Dates to Note in 2021 for Retirees

By Felicia del Junco | March 19, 2021

Crucial financial deadlines for this year’s calendar.  As we know planning ahead can make a world of difference. Whether you are saving for that rainy day, an unforeseen emergency or an exciting life event; good planning can be the difference of hundreds if not thousands of dollars in savings. With…

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10 Signs You’re Working With the Wrong Financial Advisor

By Amanda McFarlane | March 11, 2021

Most people don’t know how to choose—or when to leave—a financial or investment advisor. Have you had a less-than-pleasant experience with a doctor, salesperson, or restaurant server? Almost everyone has! Bad customer service, poor communication skills, and mistakes from inattention to detail happen in every field. However, for every negative…

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