Category: Insights

What is a Letter of Instructions for Survivors?

Mortality is not a subject we like to spend time contemplating. Hopefully, you will live a long, productive, and full life with little consideration for its end. But taking some time to think about your wishes and prepare in advance can reassure your heirs and help them avoid feeling overwhelmed when settling your estate.

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Chairman’s Letter – Fall 2022

It would be hard to find yourself disinterested in the evening news in this environment. I cannot remember a time in recent history when so many major, diverse events happened simultaneously. These headlines rep- resent issues about which many Americans have firm opinions.

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Should You Get Travel Insurance?

With the rash of flight delays and cancellations wreaking havoc on summer travel plans, the topic of travel insurance is on the minds of many Americans.

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Keep Your Financial Plan Up-to-Date

A financial plan is simply a roadmap to help you stay on track and ultimately accomplish your financial goals. It is a “living” document that is constantly changing as life evolves.

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Planning for Long-Term Care

Planning for long-term care is more important than it has ever been. People are living longer, increasing the risk of needing some sort of care as our bodies get older and break down.

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Have You Heard About NFTs?

A non-fungible token (NFT) is a non-interchangeable unit of data that is stored on a digital ledger, or blockchain. It is unique and can be sold or traded.

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