How to Prepare for Tax and Estate Planning Changes

How to Prepare for Tax and Estate Planning Changes

Written By: John Folwer, CFP® Unprecedented. A word we have uttered quite a bit over the last 14 months. Unprecedented. As in an unprecedented viral outbreak, an unprecedented economic shutdown, an unprecedented amount of stimulus passed by Congress, and an...
Is Financial Wellness a Must-Have Employee Benefit?

Is Financial Wellness a Must-Have Employee Benefit?

Employee stress is growing. A new survey by John Hancock shows the prevalence of stress has doubled since the start of the COVID-19 pandemic. Currently, two-thirds of Americans feel financial stress, with 27 percent feeling “high levels” of financial stress. Because...
Marriage and Money: Six Mistakes to Avoid

Marriage and Money: Six Mistakes to Avoid

Written By: Michael Collins When it comes to marriage, you want to do things right. The same thing with finances. Money doesn’t have to be a difficult topic. Here are six money mistakes you and your spouse can avoid: Set goals. He is a spender; she is a saver....
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