Legacy Planning: Designating Your Beneficiaries

Legacy Planning: Designating Your Beneficiaries | Suzanne Himes, CFP® & Steve Carlson   According to the Investment Company Institute, total US retirement assets exceed $23 trillion, mostly in employer-sponsored retirement plans and IRAs. How these assets transfer to the next generation is a very important part of the financial planning process. Typically, these assets will pass

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Here’s a Merry Approach to Mortality

Here’s a Merry Approach to Mortality | Paul Fain The holidays (normally) conjure warm images of large family gathering with dinners, gift exchanges, and merriment. The holidays are different this year. As the COVID pandemic is filling ICUs across the country, our mortality has entered the national conversation. With that in mind, here’s a seemingly macabre

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Risky Business

Risky Business | Suzanne Himes, CFP®   Why do we talk so much about risk assessment? The financial markets are always reacting to a variety of global events and this volatility can be unnerving for individual investors, especially if investing without first understanding one’s personal risk profile. So, how do you begin to decide how much

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