Articles

Money Minute: Do You Have These Estate Planning Documents?

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Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement

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Getting Help From a Financial Professional

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding

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Money Minute: Is A Health Savings Account (HSA) Right for You?

One way to control healthcare costs is through the use of a Health Savings Account, or HSA Plan, which combines a health savings account with a high deductible health insurance plan.

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Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to

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The Traits of a Good Investor and How Women Can Make the Most of Them

Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a family or had no

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A Retirement Income Roadmap for Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time,

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Investing as a Couple: Getting to Yes

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn't always work that way, though; disagreements about money are

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Top 10 Reasons to Use a Corporate Trustee

  1. Experience

    Corporate trustees are experienced in the administration of trusts and estates.  They can act more efficiently and knowledgeably in fiduciary matters.  A good Trust Officer has

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Student Loan Debt: It Isn't Just for Millennials

It's no secret that today's college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with an average debt of $30,100 per borrower — a

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