Financial Planner Jon Lilja discusses elder abuse, estate planning, and the importance of POLST in his newest educational video.

Plans created at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. If you have an aging parent or relative, look into these arrangements to address their concerns.

If you haven’t yet, you should start to address elder care with your parents to make sure that they are comfortable in their later years. It’s never too early to start preparing for the responsibility of caring for parents.

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.

By estimating your expenses and taking steps to prepare, you can ensure an enjoyable retirement. Contact us today for more information.

Parents, consider using monetary gifts as a teaching opportunity. Helping your children learn how to be smart savers could be the best gift that you ever give them.

Awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.

In the spirit of July’s National Make a Difference to Children month, COO Amanda J. Hopkins discusses one way to make an impact on children in need through fostering.

Here are some things to consider when lending funds for your child’s business venture.

Selecting a guardian for your children is an extremely personal and important decision. Address these important financial issues before selecting a guardian.

Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.

Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.

Life cycle planning helps identify insurance needs that are common to particular stages of life. This infographic may help individuals and families examine their insurance requirements in order to make future plans.

Only 19 percent of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement.

If incapacity occurs and there are no advance directives, is guardianship a viable option?

In their latest educational video, Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss Mortgage Psychology and how to best allocate resources when purchasing a home.

Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.

For those who depend on current earnings, future earning capacity may be their most valuable asset and the one least likely to be protected by insurance.

Financial Consultant Dean Aita stresses the importance of disability income insurance. No matter your profession, it’s in your best interest to protect your most significant asset: your income!

The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start? Learn more in our newest whitepaper.

Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.

Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.

We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.