The topic for this week says it all. Is your estate in order? Now, you may be scratching your head asking yourself just what that really means. If so, you are not alone. When you ask yourself, “Is my estate in order?” you are really asking, “Will my spouse know what to do when I’m gone?” “Will my children know what to do when both me and my spouse are gone?” “Will my assets get tied up in probate?” “Will […]

You’re not alone if you’re scared of the unknown for your future. Throughout the years I’ve met many people, talked about their personal financial situations and listened closely to their concerns and questions about retirement. The most common concern I’ve dealt with is fear. Fear is not an uncommon subject when it comes to finances. People are worried and they do not have the security they need or deserve. Here are some of the most common fears of retirement. 1. […]

Since we commonly receive questions from clients about what portals they should log in to, we wanted to spend some time to outline the options available to you to access your accounts. We currently support a few different log in options, so be sure to choose the one that is most appropriate for you. All online account access links are available 24 hours a day, 7 days a week, 365 days per year (unless unavailable for any unplanned maintenance or […]