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Everyone wants their family members to be on the same page when it comes to the family’s financial values and goals. This report spells out one very effective method for achieving just that.

An umbrella policy can make sense for anyone with significant assets, but this key element of a wealth protection plan is often overlooked. This report sets out the case for this critical coverage

We all know how important our health is, but we don’t always make it a top priority. Given our very busy lives, it can be easy to set healthy choices and routines on the back burner, and wait until there’s a real problem before we give our health the attention it deserves.

By focusing on three main areas of estate planning—wills, trusts and fiduciaries—this report shows you how to get on track by making sure your estate plans are up to date and in accordance with your wishes.

This piece highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. It contains a list of key principles to improves your odds of success. Read more here.

It's what no one ever wants to hear: "The test results have come back positive."

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the race position. Owning an undiversified portfolio can trigger similar reactions.

We're not in business just to get more business - we want a great quality of life for ourselves as well as our clients! Here's a three-step process that can make you a much happier person. Bonus: Greater happiness can also mean greater business and financial success!

To help prevent fraud, Medicare will soon begin mailing new cards with unique Medicare Numbers. Click HERE to learn more about the new Medicare cards.

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.