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Estate Planning: Lining up all your docs

By Allyn Hughes, CFP®, ChFC®, CLU®, CAP® Everyone should have an estate binder or folder. Should you pass away unexpectedly, the last thing your children, executor or Trustee want is to spend hours, if not days or weeks, locating all your assets. That’s where a $5 binder from the loca
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Estate Planning: Having THE TALK with parents

By Gary Brooks, CFP® Updated from original publication in The News Tribune December 2014. There is often a disconnect between parents and adult children when it comes to discussing the parents’ financial standing, health care preferences and legal aspects of their estate. In families
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Life insurance – A potentially critical element in financial planning

By Gary Brooks, CFP® As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author
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Leverage year-end checklist to track financial progress

Here’s a year-end checklist that may help prompt you to review the many aspects of your financial life. A better print-friendly format and PDF that you can save is available here. Year-End Financial Review Checklist GOAL REVIEW □ Are existing goals still valid? (Timing, amount o
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