Weekly Round Up of Articles

September 02, 2022

Hope everyone has had a great week and looking forward to the extra day off with the Labor Day Weekend.  It's hard to believe that we have the start of High School Sports and College Football.  We wanted to share our a weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns please use the link below to schedule a time for a conversation.  Please also feel free to forward to anyone you believe might benefit.

Appointment Scheduling Link


Social Security planning considerations for couples

What life after retirement is really like

Getting a refund for student loan payments

How trusts can enhance your estate plan

Addressing mental health challenges in an estate plan

Why life insurance shines in an uncertain economy