Ensure That Your Loved Ones Call the Right Doctor

Ensure That Your Loved Ones Call the Right Doctor

As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.1 But while goals like losing weight and building strength remain popular, there is a growing emphasis on overall well-being, including mental health...
It’s Planning Season

It’s Planning Season

Thoughtful planning must be done every season of your life. To properly prepare for the next season in your life and the lives of your loved ones, you need a well-executed estate plan. When crafting a foundational plan to protect yourself, your loved ones, your...
Is It Time for an Annual Planning Retreat?

Is It Time for an Annual Planning Retreat?

Do you ever feel like you never have a moment to yourself? Or that even if you manage to carve out some personal time, you are not spending it as effectively as you could be? Our always-on culture may counterproductively (and counterintuitively) be holding us back...
4 Tips to Avoid a Will or Trust Contest

4 Tips to Avoid a Will or Trust Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight. If you are concerned about...