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In order to allow loved ones to manage your healthcare wishes and financial matters there are several documents you should consider.

You have worked hard to create a legacy for your loved ones. You deserve to decide what becomes of it.

A financial advisor can help you understand your current financial circumstance and develop strategies to take you toward your future goals.

University employees, a financial advisor can design a financial strategy to maximize your retirement income while protecting your wealth.

Health care expenses are a major concern for today’s retirees. Those who aren’t planning ahead may find themselves in trouble down the road.

Today’s retirement culture demands that retirees develop personalized retirement strategies that reflect their unique financial life.

Intellectual Property Strategy: Thinking around where the competition, industry and consumers may be in the future.

ESOPs create wealth equity for all employees no matter their rank in the company.

Which option should you choose to exit your business? Understanding your priorities will help balance the PROS and CONS of your exit plan.

By going through the valuation process, an owner will come to understand the drivers that positively and negatively impact value.

Whether you suffered or prospered during Covid-19, concerns about continuing to operate your business may have crossed your mind.

Your homeowners policy may allow for coverage of two properties under one policy, but there are unique risks with a second home.

There is one very important item that you may overlook while planning home improvement — making certain you are properly insured.

When it comes to phishing, it is possible to lose everything with just one click. Protect yourself and your lifestyle.

When working with clients, one of the first things I advise them is to be careful who they go to for advice, comfort, and information.

Our happiness is just as important as we age, as it was in our younger years. In fact, happiness is a key component to how long we may live.

Building and preserving brain connections is an ongoing process.

How long your retirement income will last depends on the sources of the income you will have at your disposal.

While company stock is a good source for saving toward retirement, it should not be your only source.

The ESOP is designed to benefit employees who remain the longest and contribute the most to an employer’s success.

Continue learning more about ESOP diversification and distribution by reading Demystifying the Diversification of Your ESOP Holdings.