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April 26, 2022
Death is topic that no one wants to think about. However, the loss of a spouse can be devastating from both an emotional and financial perspective, especially if the deceased spouse was primarily responsible for managing the couple’s finances. The good news is that doing some planning now will ease the burden your grieving loved […]
September 5, 2017
The AARP and AICPA recently conducted surveys to gauge retirees’ biggest concerns. Number one was running out of money which is not too big of a surprise. However, number two was health and long-term care planning – not losing a loved one, staying busy in their next phase, finding time to be with family and […]
November 8, 2018
“Charitable giving is what most of us do – reactively responding to requests for gifts. Philanthropy is more strategic in nature – proactively planning where our dollars are going and the impact they are having” – Steve Condon, Truepoint Wealth Counsel, LLC Philanthropy Begins at Home – Nurturing Family Values That Foster a Generous Next […]
