Perspectives

Losing someone close to you can be extremely difficult—and even more overwhelming—if you are responsible for funeral arrangements and settling personal affairs. We provide a useful checklist to get you headed in the right direction.

Market fluctuations can be unsettling and prompt all of us to begin questioning our investment decisions. Throughout the markets’ ups and downs, here are five key points to keep in mind when investing for the long term.

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future.

At some point, every business owner will inevitably wonder what a sale of their business would look like. Here are five important questions to ask before a sale happens.

Investing? There is no time too early (or too late) to start. One new investor shares her experiences.

For many of us, a child’s college education is the largest single expenditure in our yearly budget. Whether you are the parent of an infant or a teenager, by considering your options now, you can get a head start on saving for your child’s future. While no investment strategy is right for everyone, there are several approaches geared specifically toward education saving.

Many of us struggle with the execution of long-range goals. Although we may understand that they are important, often they are not very urgent…so they are moved to the back of the list and suffer from lack of good, early execution. The first step is to embrace the planning process.

Leaving the workforce and retiring is both an exciting time and one of stress — creating a number of questions and concerns. As with any major life change, planning ahead can enhance the outcome of your long-awaited move to retirement.

Are you prepared for the unexpected? Gathering key documents in advance can go a long way toward reducing problems for you if an unforeseen disaster ever strikes. Because many disasters give little or no warning, it is important to take the time to prepare now — saving time, money and heartache in the event of an emergency.

Taking time to vet your favorite organizations can help you ensure your money will make a meaningful difference and that your donations will be tax-deductible.