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A Hopeful New Year Message

A Hopeful New Year Message

By Joe Globensky, RFC®“2020, we’re so glad you’re done, so we can all have an enjoyable 2021.” See what I did there? Now that my new year poetry resolution has been accomplished, let’s move on.REFLECTIONI wanted to spend some time over New Year’s weekend...

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Four Types of Long-Term Care Insurance

Four Types of Long-Term Care Insurance

By Joe Globensky, RFC®Americans are living longer, and while that’s good news, it also increases the chances that you’ll need long-term care (LTC) at some point in your life. That’s why planning for long-term care isn’t so much a question of “will you?”...

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Considering Options for Covering Long-Term Care Costs

Considering Options for Covering Long-Term Care Costs

By K. Bridget Schneider, CFP®, CRPC®Have you ever considered your options for covering long-term care costs?  As a Certified Financial Planner™, I’ve had conversations with many clients to discuss how they might pay for this care if needed.  Even though...

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3 Ways Charitable Giving Can Help Save Taxes

3 Ways Charitable Giving Can Help Save Taxes

By Joe Globensky, RFC® With two months remaining in 2020, there is still time to take advantage of several changes to charitable giving rules. While many of you likely contribute to charitable causes with or without the tax incentives, here are three ways...

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What is Family Wealth Counseling and Why Should I Care?

What is Family Wealth Counseling and Why Should I Care?

Family wealth counseling is a different approach to estate and financial planning that has emerged over the past several years. Traditional estate planning focuses on transferring wealth while striving to reduce taxes, avoiding probate, and possibly planning for business continuity. But family wealth counseling also considers the social and emotional aspects of your wealth. It is a more question-based, purpose-driven, life planning process that some say has provided their life greater meaning and fulfillment. Let’s examine some reasons you may want to consider a family wealth counseling approach in your estate plan.

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Recent Posts

A Hopeful New Year Message

By Joe Globensky, RFC®“2020, we’re so glad you’re done, so we can all have an enjoyable 2021.” See what I did there? Now that my new year poetry resolution has been accomplished, let’s move on.REFLECTIONI wanted to spend some time over New Year’s weekend...

How to Help Your Children Make Better Financial Decisions

By K. Bridget Schneider, CFP®, CRPC®Recently I wrote about helpful ways to raise money savvy kids.  Since some of you with older kids have asked, I am sharing my thoughts on how to help your children make better financial decisions. A Different...

Four Types of Long-Term Care Insurance

By Joe Globensky, RFC®Americans are living longer, and while that’s good news, it also increases the chances that you’ll need long-term care (LTC) at some point in your life. That’s why planning for long-term care isn’t so much a question of “will you?”...

Considering Options for Covering Long-Term Care Costs

By K. Bridget Schneider, CFP®, CRPC®Have you ever considered your options for covering long-term care costs?  As a Certified Financial Planner™, I’ve had conversations with many clients to discuss how they might pay for this care if needed.  Even though...

3 Ways Charitable Giving Can Help Save Taxes

By Joe Globensky, RFC® With two months remaining in 2020, there is still time to take advantage of several changes to charitable giving rules. While many of you likely contribute to charitable causes with or without the tax incentives, here are three ways...

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Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

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